Who owns FXN?
First Trust Energy AlphaDEX Fund · First Trust
131 institutions reported holding FXN, worth $247.7M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of FXN
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Morgan Stanley | New York, NY | $31.8M | 1,572,706 | −1,268,685 shares |
| Wells Fargo & Company | San Francisco, CA | $30.0M | 1,481,350 | −123,128 shares |
| LPL Financial LLC | Fort Mill, SC | $23.8M | 1,178,237 | −250,939 shares |
| Raymond James Financial Inc. | St. Petersburg, FL | $16.7M | 823,638 | +183,517 shares |
| Qube Research & Technologies Ltd | London, United Kingdom | $12.1M | 599,541 | +599,540 shares |
| Summit Financial, LLC | Parsippany, NJ | $10.5M | 519,974 | +363,965 shares |
| Royal Bank of Canada | Toronto, Ontario, Canada | $10.4M | 515,806 | +190,516 shares |
| UBS Group AG | Zurich, Switzerland | $6.6M | 327,243 | −236,033 shares |
| Virtue Capital Management, LLC | Brentwood, TN | $6.1M | 302,856 | −54,635 shares |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | $6.1M | 301,960 | −49,030 shares |
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns FXN?
131 institutional managers reported holding FXN in Form 13F filings for June 30, 2026, worth $247.7M in total. The largest reported position was held by Morgan Stanley, at $31.8M.
Did institutions buy or sell FXN last quarter?
Reported 13F value fell 75.7% from March 31, 2026, which includes price moves as well as buying and selling. 21 firms reported a new position and 29 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is FXN ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.