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Disclosery

FXN FIRST TR EXCHANGE-TRADED FD

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ENERGY ALPHADX (fund)

138 managers (140 13F filers) reported a position in FXN shares at 2026-03-31, 45,827,374 shares in all. 33 filers opened a position and 12 filers sold out during the quarter.

Managers
138
13F filers
140
New
33
Added
54
Reduced
21
Sold out
12
Shares held by filers
45,827,374

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP29,937,777$672M0.48%new13F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY2,841,391$63.8M<0.01%+1,051,26413F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,604,478$36M0.01%+467,14713F-HR/ATimelineGroup
LPL Financial LLC1,429,176$32.1M0.01%+183,18613F-HRTimeline
Nilsine Partners, LLC939,896$20.2M1.58%new13F-HRTimeline
NewEdge Advisors, LLC684,027$15.4M0.06%+649,59913F-HR/ATimeline
Advisory Services Network, LLC660,279$14.8M0.2%new13F-HRTimeline
&PARTNERS649,026$14.6M0.07%+631,20513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC640,121$14.4M<0.01%+262,33413F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding566,482$12.7M+180,654Timeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/564,138$12.7M<0.01%+158,35613F-HRTimelineGroup
Virtue Capital Management, LLC357,491$8.14M1.24%new13F-HRTimeline
Cambridge Investment Research Advisors,…350,990$7.88M0.02%+263,38713F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA325,290$7.31M<0.01%+184,61913F-HRTimelineGroup
Independent Advisor Alliance285,046$6.4M0.07%+114,45513F-HRTimeline
D.A. DAVIDSON & CO.251,057$5.64M0.03%+240,14713F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd223,025$5.01M0.06%new13F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP194,113$4.36M<0.01%+101,44613F-HRTimelineGroup
Crumly & Associates Inc.193,220$4.34M0.91%013F-HRTimeline
Summit Financial, LLC156,009$3.5M0.04%-16,01613F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.154,367$3.47M0.01%new13F-HRTimelineGroup
HighTower Advisors, LLC113,913$2.56M<0.01%-3,00413F-HRTimeline
Cetera Investment Advisers112,966$2.54M<0.01%+12,00513F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…111,291$2.5M<0.01%+106,49613F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC110,027$2.47M<0.01%+56,54713F-HRTimelineGroup
Janney Montgomery Scott LLC107,794$2.42M0.01%+29,58513F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC107,345$2.41M<0.01%+5,38113F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.104,942$2.36M<0.01%-1,39613F-HRTimelineGroup
Private Advisor Group, LLC102,925$2.31M0.01%+18513F-HRTimeline
Ethos Financial Group, LLC94,707$2.13M0.16%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC91,119$2.05M<0.01%+6,01413F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC89,713$2.02M0.02%+53,58713F-HRTimelineGroup
NAVELLIER & ASSOCIATES INC71,385$1.6M0.17%-17,45013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …64,682$1.45M0.02%new13F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC64,674$1.45M<0.01%+28,37013F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding63,157$1.42M+2,684Timeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…59,354$1.33M0.11%+59,32813F-HRTimelineGroup
Davis Investment Partners, LLC58,397$1.31M0.46%new13F-HRTimeline
TriaGen Wealth Management LLC49,595$1.11M0.3%new13F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS49,200$1.11M<0.01%013F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC48,486$1.09M<0.01%+8,39413F-HRTimelineGroup
OneAscent Financial Services LLCin group OneAscent Financial Services …46,018$1.03M0.06%+84013F-HRTimelineGroup
CWM, LLCin group CWM, LLC45,104$1.01M<0.01%+40,80513F-HRTimelineGroup
Element Wealth, LLC44,718$1M0.42%new13F-HRTimeline
Kesler, Norman & Wride, LLC43,383$974K0.17%+15913F-HRTimeline
Kovack Advisors, Inc.44,704$974K0.05%new13F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP39,542$888K<0.01%new13F-HRTimelineGroup
Prospera Financial Services Inc38,107$856K0.01%+80213F-HRTimeline
Sanctuary Advisors, LLC34,154$767K<0.01%+1,02313F-HRTimeline
Realta Investment Advisors32,616$733K0.25%new13F-HRTimeline
MinichMacGregor Wealth Management, LLC30,862$693K0.12%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP29,058$674K<0.01%+3,77813F-HRTimelineGroup
Jaffetilchin Investment Partners, LLC29,596$665K0.04%new13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…28,974$651K0.02%+14,53713F-HRTimelineGroup
TRUST CO OF OKLAHOMA28,487$640K0.19%new13F-HRTimeline
CENTAURUS FINANCIAL, INC.28,426$638K0.03%+1,15913F-HRTimeline
Global View Capital Management LLC26,463$594K0.16%new13F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.35,366$582K<0.01%+12113F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP24,629$553K<0.01%-2,41113F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC24,610$553K<0.01%-42713F-HRTimelineGroup
MML INVESTORS SERVICES, LLC22,210$499K<0.01%-49013F-HRTimeline
COTTONWOOD CAPITAL ADVISORS, LLC21,283$478K0.34%013F-HRTimeline
TWO SIGMA SECURITIES, LLC19,955$448K0.05%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.19,832$445K0.01%+16,28313F-HRTimeline
Farther Finance Advisors, LLC20,080$437K<0.01%-813F-HRTimeline
Retirement Planning Group, LLC18,222$409K0.01%013F-HRTimeline
RPg Family Wealth Advisory, LLC18,073$406K0.08%-12,89113F-HRTimeline
Risk Paradigm Group, LLC17,495$393K0.34%-12,89113F-HRTimeline
1776 Wealth LLC16,400$368K0.14%013F-HRTimeline
AE Wealth Management LLC16,138$362K<0.01%-13913F-HRTimeline
CIBC WORLD MARKET INC.15,800$355K<0.01%new13F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…14,802$332K0.01%+62913F-HRTimelineGroup
IHT Wealth Management, LLC14,780$332K0.01%-14313F-HRTimeline
CAPTRUST FINANCIAL ADVISORS13,872$312K<0.01%new13F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…13,640$306K<0.01%new13F-HRTimelineGroup
JBR Co Financial Management Inc17,509$288K0.12%013F-HRTimeline
Gateway Wealth Partners, LLC12,072$271K0.01%+1,99413F-HRTimeline
Moors & Cabot, Inc.11,587$260K0.01%-29413F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO11,211$255K<0.01%+8,13313F-HR/ATimelineGroup
XTX Topco Ltdin group XTX Topco Ltd11,217$252K<0.01%new13F-HRTimelineGroup
HFG Advisors, Inc.10,991$247K0.17%-2,75013F-HRTimeline
WEALTH EFFECTS LLC10,900$245K0.09%+40013F-HRTimeline
LANARK FINANCIAL, INC.10,246$230K0.02%-3013F-HRTimeline
Prosperity Financial Group, Inc.in group Prosperity Financial Group, I…9,991$224K0.08%new13F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…9,018$203K<0.01%-1,12713F-HRTimelineGroup
Keating Financial Advisory Services, In…8,793$197K0.03%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…8,486$191K<0.01%+2513F-HRTimelineGroup
Hilton Head Capital Partners, LLC7,777$175K0.1%013F-HRTimeline
REAP Financial Group, LLC7,559$170K0.03%+2813F-HRTimeline
Parallel Advisors, LLC7,031$158K<0.01%+5,73113F-HR/ATimeline
Nova Wealth Management, Inc.6,309$142K0.09%+1613F-HRTimeline
Steward Partners Investment Advisory, L…5,789$130K<0.01%+413F-HRTimeline
Geneos Wealth Management Inc.5,200$117K<0.01%013F-HRTimeline
Ashton Thomas Private Wealth, LLC4,625$104K<0.01%new13F-HRTimeline
IFP Advisors, Inc3,912$87.9K<0.01%-1,07413F-HRTimeline
HAZLETT, BURT & WATSON, INC.3,866$87K0.03%013F-HRTimeline
Merkkuri Wealth Advisors LLC3,852$86.5K0.06%new13F-HRTimeline
Private Wealth Asset Management, LLC3,775$84.8K0.01%013F-HRTimeline
Sound Income Strategies, LLC3,575$77.9K<0.01%+1,24413F-HRTimeline
Biltmore Family Office, LLC3,226$72.5K0.01%013F-HRTimeline
Arax Advisory Partners2,618$58.8K<0.01%+213F-HRTimeline
Topsail Wealth Management, LLC2,600$58.4K0.01%013F-HRTimeline
MCF Advisors LLC2,500$56.1K<0.01%013F-HRTimeline
Silver Grove Financial Group, Inc.2,377$53.4K0.04%+913F-HRTimeline
Clearstead Advisors, LLC1,598$35.9K<0.01%-16513F-HRTimeline
Golden State Wealth Management, LLC1,518$34.1K<0.01%+513F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …1,157$25.5K<0.01%013F-HRTimelineGroup
Pinnacle Bancorp, Inc.1,100$24.7K0.01%013F-HRTimeline
Mechanics Financial Corp1,004$22.6K0.01%013F-HRTimeline
Register Financial Advisors LLC1,000$22.5K0.01%013F-HRTimeline
Vermillion Wealth Management, Inc.977$21.9K0.01%+413F-HRTimeline
FMR LLCin group FMR LLC877$19.7K<0.01%013F-HRTimelineGroup
DHJJ Financial Advisors, Ltd.795$17.9K0.01%013F-HRTimeline
BLAIR WILLIAM & CO/IL785$17.6K<0.01%-113F-HRTimeline
AlphaCore Capital LLC700$15.7K<0.01%-1,16813F-HRTimeline
Root Financial Partners, LLC655$14.7K<0.01%013F-HRTimeline
Blue Trust, Inc.621$14K<0.01%+213F-HRTimeline
Financial Perspectives, Inc600$13.5K<0.01%013F-HRTimeline
CoreCap Advisors, LLC531$11.9K<0.01%-19313F-HRTimeline
WealthShield Partners, LLC508$11.4K<0.01%013F-HRTimeline
CX Institutional441$10K<0.01%+113F-HRTimeline
Mosley Wealth Management600$9.78K<0.01%new13F-HRTimeline
Rossby Financial, LCC395$8.6K<0.01%013F-HRTimeline
Integrity Financial Corp /WA381$8.56K<0.01%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.375$8.42K<0.01%new13F-HRTimelineGroup
Larson Financial Group LLC275$6.18K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management256$5.75K<0.01%013F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV209$4.69K<0.01%new13F-HRTimeline
Capital Investment Advisory Services, L…205$4.62K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\160$3.59K<0.01%013F-HRTimelineGroup
SBI Securities Co., Ltd.145$3.26K<0.01%+14213F-HRTimeline
Triumph Capital Management143$3.21K<0.01%013F-HRTimeline
Kiker Wealth Management, LLC80$1.8K<0.01%new13F-HRTimeline
Wagner Wealth Management, LLC80$1.79K<0.01%013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC60$1.35K<0.01%new13F-HRTimeline
Aptus Capital Advisors, LLC30$674<0.01%013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC30$674<0.01%new13F-HRTimeline
Qube Research & Technologies Ltd1$22<0.01%new13F-HRTimeline