FXN

First Trust Energy Alphadex

+$886.3M

Net Activity

Institutions Holding

140

Popularity Rank

#3713

Avg Weight

0.07%

Total Value

$1.0B

Ownership Trend

140 institutions currently hold FXN, with 88 net buyers and 32 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Majority Increased

Based on recent trading activity

Net Selling Institutions

32

Net Buying Institutions

88

Key Holders

Key Holders

Top 5 by Value

FT
First Trust Advisors LP
$672.4M
MS
Morgan Stanley
$63.8M
WF
Wells Fargo & Company/mn
$36.0M
LF
LPL Financial LLC
$32.1M
NP
Nilsine Partners, LLC
$20.2M

Top 5 by Conviction

NP
Nilsine Partners, LLC
1.58%
VC
Virtue Capital Management, LLC
1.24%
C&
Crumly & Associates Inc.
0.91%
FT
First Trust Advisors LP
0.48%
NA
NewEdge Advisors, LLC
0.48%
View all 140 holding institutions

Quarterly Activity

Recent Activity

+$1.0B

Total Buy Value

$15.8M

Total Sell Value

New buy33
Trim21
Add55
Sold out11

88

Net Buyers

32

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding FIRST TRUST ENERGY ALPHADEX (FXN)?
Major stakeholders currently include First Trust Advisors LP ($672.4M), Morgan Stanley ($63.8M), Wells Fargo & Company/mn ($36.0M). Based on the latest 13F filings, there are a total of 140 tracked investment funds and institutions maintaining positions in FXN.
What is the overall institutional sentiment toward FXN recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $886.3M, driven by 88 managers accumulating shares while 32 reduced their exposure.
Which institutions have been selling or reducing their FXN positions?
In the latest period, 21 funds trimmed their holdings, and 11 managers completely exited their positions. The aggregate reported sell value was $15.8M.
Are there any notable investors adding FXN to their portfolios?
Yes, buying activity remains notable. 33 institutions opened new positions in {ticker}, and 55 existing holders added to their shares. The total reported buy value for the quarter amounted to $1.0B.

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