FXN — First Trust Energy Alphadex Fund Institutional Holders · Q3 2026
Who owns First Trust Energy Alphadex Fund (FXN)? 4 institutions reported holding $3.50M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Crumly & Associates Inc. ($3.1M), Farther Finance Advisors, LLC ($425,725), CoreCap Advisors, LLC ($11,602).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Crumly & Associates Inc. | $3.1M | 139,604 | Trimmed |
| 2 | Farther Finance Advisors, LLC | $425,725 | 19,484 | Trimmed |
| 3 | CoreCap Advisors, LLC | $11,602 | 531 | Hold |
| 4 | CX Institutional | $11,000 | 488 | Added |
Source: SEC Form 13F filings · as of 2026-09-30