FXN

First Trust Energy Alphadex

Latest period2026 - Q1Total superinvestors141

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2025-Q4 and 2026-Q1. According to the most recent SEC 13F filing, 141 superinvestors own shares of First Trust Energy Alphadex (FXN), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding First Trust Energy Alphadex (FXN), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with First Trust Energy Alphadex (FXN) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with First Trust Energy Alphadex (FXN) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

SuperinvestorPortfolio %Reported Value
Kelly Dehler@First Trust Advisors Lp
Recent Activity
New Position
0.49%
$672.402M
29.938M shares@ 22.46 avg price
Claire Gordon@Morgan Stanley
Recent Activity
Increased 58.73%
0.01%
$63.818M
2.841M shares@ 22.47 avg price
Patricia Arce@Wells Fargo & Company Mn
Recent Activity
Increased 41.08%
0.01%
$36.037M
1.604M shares@ 22.46 avg price
Kirk Evangeliou@Lpl Financial Llc
Recent Activity
Increased 14.71%
0.01%
$32.099M
1.429M shares@ 22.46 avg price
Melissa Straw@Nilsine Partners, Llc
Recent Activity
New Position
1.58%
$20.198M
939,896 shares@ 21.49 avg price
Laura Tedball@Advisory Services Network, Llc
Recent Activity
New Position
0.2%
$14.83M
660,279 shares@ 22.47 avg price
Alyson Mencio Stevens@&partners
Recent Activity
Increased 3541.92%
0.08%
$14.577M
649,026 shares@ 22.46 avg price
Rachel Jacobson@Raymond James Financial Inc
Recent Activity
Increased 69.44%
0.01%
$14.377M
640,121 shares@ 22.46 avg price
Andres Ortiz@Bank Of America Corp De
Recent Activity
Increased 39.03%
0.01%
$12.671M
564,138 shares@ 22.46 avg price
Andrew Johnson@Ubs Group Ag
Recent Activity
Increased 46.64%
0.01%
$12.651M
563,276 shares@ 22.47 avg price

1-10 of 141