Security Snapshot

FIRST TR EXCHANGE TRADED FD - ENERGY ALPHADX (FXN) Institutional Ownership

CUSIP: 33734X127

13F Institutional Holders and Ownership History from Q1 2014 to Q1 2026

Latest Period

Q1 2026

Institutions Reporting

136

Shares (Excl. Options)

44,544,474

Price

$22.46

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Type / Class
Equity / ENERGY ALPHADX
Symbol
FXN
Price per share
$22.24
All holders as of 31 Mar 2026
Q1 2026
Total 13F shares
44,544,474
Total reported value
$999,325,365
% of total 13F portfolios
0%
Share change
+36,759,164
Value change
+$826,118,083
Number of holders
136
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Quick Takeaways

  • FXN - FIRST TR EXCHANGE TRADED FD - ENERGY ALPHADX is tracked under CUSIP 33734X127.
  • 136 institutions reported positions in Q1 2026.
  • Schedule 13D/13G significant owner rows are not currently available.

What Changed

  • Holder count moved from 120 to 136 between Q4 2025 and Q1 2026.
  • Reported value moved from $136,153,821 to $999,325,365.

Why This Matters

  • You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
  • 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.

Source Evidence

Source: SEC Form 13F

Latest holder context comes from 136 institutions filings for Q1 2026.

Open SEC Evidence

Investment Quick Answers

What is CUSIP 33734X127?
CUSIP 33734X127 identifies FXN - FIRST TR EXCHANGE TRADED FD - ENERGY ALPHADX in SEC 13F datasets.

Where can I see the latest institutional holders?
Review the Q1 2026 holders report and the ownership history table below.

As of 31 Mar 2026, 136 institutional investors reported holding 44,544,474 shares of FIRST TR EXCHANGE TRADED FD - ENERGY ALPHADX (FXN).

Institutional Holders of FIRST TR EXCHANGE TRADED FD - ENERGY ALPHADX (FXN) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q1 44,544,474 $999,325,365 +$826,118,083 $22.46 136
2025 Q4 8,266,651 $136,153,821 -$24,856,988 $16.47 120
2025 Q3 9,871,443 $162,254,168 +$6,206,548 $16.30 113
2025 Q2 9,997,245 $151,769,340 -$29,263,597 $15.18 115
2025 Q1 11,328,319 $187,039,230 -$46,157,943 $16.52 115
2024 Q4 14,448,681 $236,196,379 -$124,679,729 $16.34 125
2024 Q3 21,474,293 $356,237,810 -$65,649,862 $16.22 122
2024 Q2 19,397,676 $353,036,053 -$32,080,670 $18.20 134
2024 Q1 21,213,402 $397,157,877 -$20,216,054 $18.73 143
2023 Q4 22,257,369 $371,388,450 -$32,120,249 $16.69 151
2023 Q3 24,256,233 $422,494,657 +$46,096,866 $17.42 154
2023 Q2 21,582,493 $337,552,271 -$138,226,202 $15.64 146
2023 Q1 29,979,363 $465,011,811 -$1,064,034,113 $15.52 163
2022 Q4 94,543,577 $1,616,111,560 +$110,379,922 $17.09 187
2022 Q3 87,429,110 $1,365,472,496 +$7,070,284 $15.61 161
2022 Q2 87,140,015 $1,286,462,820 +$24,379,367 $14.76 159
2022 Q1 84,771,881 $1,350,937,834 +$966,290,920 $15.93 145
2021 Q4 24,166,221 $289,424,765 +$87,218,619 $11.92 131
2021 Q3 16,369,514 $188,039,173 -$69,791,148 $11.48 95
2021 Q2 22,802,601 $260,259,767 +$27,469,843 $11.41 99
2021 Q1 20,499,395 $207,356,136 +$91,801,113 $10.12 95
2020 Q4 11,135,831 $88,555,937 -$41,404 $7.93 66
2020 Q3 11,326,206 $63,437,945 -$462,467,234 $5.60 57
2020 Q2 83,853,183 $550,934,689 +$531,207,635 $6.57 80
2020 Q1 2,280,195 $9,071,807 -$6,295,126 $3.98 40
2019 Q4 3,487,264 $36,865,992 -$8,705,784 $10.57 61
2019 Q3 4,222,837 $41,450,867 -$12,159,715 $9.81 61
2019 Q2 5,438,982 $62,347,394 -$24,206,797 $11.48 67
2019 Q1 7,420,847 $95,881,187 -$30,163,222 $12.93 68
2018 Q4 9,925,293 $114,367,859 -$93,213,221 $11.51 77
2018 Q3 16,533,041 $289,092,517 +$46,284,574 $17.50 81
2018 Q2 13,946,199 $235,444,121 +$118,429,325 $16.91 87
2018 Q1 6,847,925 $99,222,681 -$6,208,807 $14.37 77
2017 Q4 7,246,865 $112,354,134 -$2,680,307 $15.48 76
2017 Q3 7,578,822 $108,829,565 -$41,156,441 $14.35 67
2017 Q2 10,520,048 $140,527,848 -$133,622,717 $13.31 76
2017 Q1 20,314,015 $306,265,979 -$920,703,685 $15.07 98
2016 Q4 79,059,297 $1,305,325,262 -$55,015,175 $16.51 109
2016 Q3 81,880,990 $1,262,250,098 -$35,680,163 $15.42 94
2016 Q2 84,311,017 $1,256,078,798 +$96,658,112 $14.90 89
2016 Q1 77,605,344 $1,095,103,193 +$1,000,091,737 $14.12 81
2015 Q4 6,723,571 $93,122,540 +$260,759 $13.85 48
2015 Q3 6,595,507 $95,757,760 -$50,192,376 $14.40 54
2015 Q2 18,528,671 $369,927,967 -$78,774,358 $19.96 63
2015 Q1 22,470,279 $474,218,210 +$363,481,911 $21.10 55
2014 Q4 5,268,551 $110,255,214 -$147,106,802 $20.93 54
2014 Q3 11,747,428 $303,576,602 -$260,425,714 $25.85 61
2014 Q2 21,713,369 $631,483,389 +$72,139,597 $29.30 60
2014 Q1 19,332,175 $500,546,072 +$226,079,373 $26.21 45
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