FXN

First Trust Energy AlphadexETF
UnclassifiedUSCUSIP 33734X127◍ Confluence graph
Tracked 13F Holders
129
-54 QoQ
13F Value (tracked)
$953.9M
13F Moves · latest Q
28 added
15 trimmed
Recent Filings
0

Who owns FXN?

129 tracked 13F filers

129 tracked 13F filers disclose a position in FXN as of the latest SEC 13F filings, a combined $953.9M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

1 source-reported value row is withheld because the reported units do not agree with same-security peers. Share counts remain visible and unchanged.
#FundPosition valueSharesLast moveAs ofHistory
1FIRST TRUST ADVISORS LP
$672.4M
29.9M
New
+29.9M sh
Q1 2026
2MORGAN STANLEY
$63.8M
2.8M
+59%
Added · +1.1M sh
Q1 2026
3WELLS FARGO & COMPANY/MN
$36.0M
1.6M
+41%
Added · +467K sh
Q1 2026
4LPL Financial LLC
$32.1M
1.4M
+15%
Added · +183K sh
Q1 2026
5Advisory Services Network, LLC
$14.8M
660K
New
+660K sh
Q1 2026
6RAYMOND JAMES FINANCIAL INC
$14.4M
640K
+69%
Added · +262K sh
Q1 2026
7BANK OF AMERICA CORP /DE/
$12.7M
564K
+39%
Added · +158K sh
Q1 2026
8UBS Group AG
$12.7M
563K
+47%
Added · +179K sh
Q1 2026
9Summit Financial, LLC
$10.5M
520K
+233%
Added · +364K sh
Q2 2026
10ROYAL BANK OF CANADA
$7.3M
325K
+131%
Added · +185K sh
Q1 2026
11Virtue Capital Management, LLC
$6.1M
303K
−15%
Reduced · −55K sh
Q2 2026
12BENJAMIN EDWARDS INC
$5.4M
267K
+198%
Added · +177K sh
Q2 2026
13STIFEL FINANCIAL CORP
$4.4M
194K
+109%
Added · +101K sh
Q1 2026
14GREENUP STREET WEALTH MANAGEMENT LLC
$3.9M
191K
New
+191K sh
Q2 2026
15Baird Financial Group, Inc.
$3.5M
154K
New
+154K sh
Q1 2026
16Crumly & Associates Inc.
$2.8M
141K
−27%
Reduced · −52K sh
Q2 2026
17Equitable Holdings, Inc.
$2.8M
139K
+292%
Added · +103K sh
Q2 2026
18NewEdge Advisors, LLC
$2.4M
120K
−82%
Reduced · −564K sh
Q2 2026
19HighTower Advisors, LLC
$2.6M
114K
−2.6%
Reduced · −3K sh
Q1 2026
20Cetera Investment Advisers
$2.5M
113K
+12%
Added · +12K sh
Q1 2026
21Rockefeller Capital Management L.P.
$2.5M
111K
23×
Added · +106K sh
Q1 2026
22CITADEL ADVISORS LLC
$2.5M
110K
+106%
Added · +57K sh
Q1 2026
23GOLDMAN SACHS GROUP INC
$2.4M
107K
+5.3%
Added · +5K sh
Q1 2026
24OSAIC HOLDINGS, INC.
$2.4M
105K
−1.3%
Reduced · −1K sh
Q1 2026
25COMMONWEALTH EQUITY SERVICES, LLC
$2.0M
91K
+7.1%
Added · +6K sh
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is FXN being bought or sold by institutions?

Last quarter, 11 funds opened a new position in FXN and 17 added to an existing one, while 15 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
11
funds
Added
17
funds
Reduced
15
funds
Exited
0
funds

Funds that own FXN also own

CompanyCo-held byCombined value
NVIDIA CORPNVDA66 funds$47.8B
MICROSOFT CORPMSFT66 funds$30.8B
BROADCOM INCAVGO66 funds$17.8B
APPLE INCAAPL65 funds$39.2B
ALPHABET INC-CL CGOOG65 funds$13.0B
AMAZON.COM INCAMZN64 funds$23.4B
ELI LILLY & COLLY64 funds$9.1B
ALPHABET INC-CL AGOOGL63 funds$19.2B
META PLATFORMS INC-CLASS AMETA63 funds$11.1B
TESLA INCTSLA63 funds$10.6B
JPMORGAN CHASE & COJPM63 funds$10.3B
SS SPDR S&P 500 ETF TRUST-USSPY63 funds$4.5B

Ranked by how many of FXN's institutional holders also hold each name, a cross-fund conviction signal.

Institutional ownership over time

77 funds-19 since Q3 2024
066131Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $50.8M · 1 values withheld

Share classes

Class13F holdersValue held
CIBRmc770 funds$5.6B
SKYYmc386 funds$942.9M
FXLcs262 funds$873.2M
FXHcs234 funds$436.9M
FXOcs203 funds$629.0M
FGDcs201 funds$787.9M
FXUcs185 funds$580.8M
FXRcs172 funds$455.2M

Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

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Ask your agent what changed in FXN

This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/FXN/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for FXN.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for FXN. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.