FXN vs TAN overlap - what they share and where they differ

FXN and TAN share 4.6% of their weight across 2 common positions, read from what each fund reported to the SEC.

Each week Ploutos reads the reported positions of the largest US equity ETFs and measures, pair by pair, the weight they share: for every stock both funds hold, the smaller of the two weights counts. Two funds tracking the same index land near 100%. A sector fund inside a broad index fund lands at roughly that sector's weight.

FXN and TAN

4.6%

2 shared positions

FXN

First Trust Energy AlphaDEX Fund

Reported positions cover 100% of the fund, 37 positions · Apr 30, 2026

Top 10: 44.7%·Holdings of FXN

TAN

Invesco Solar ETF

Reported positions cover 100% of the fund, 31 positions · May 31, 2026

Top 10: 65.2%·Holdings of TAN

Reported positions cover FXN 100%, TAN 100% of each fund. An overlap cannot exceed the smaller coverage, so a low figure can mean little overlap or thin reporting.

TAN vs FXN side by side

FXNFirst Trust Energy AlphaDEX Fund

37

stock positions reported to the SEC

95.3% of its weight is in 35 names TAN does not hold

TANInvesco Solar ETF

31

stock positions reported to the SEC

79.5% of its weight is in 29 names FXN does not hold

Where each fund's weight sits

FXN
TAN
shared with the other fundheld alonenot covered by the filing (cash, futures, bonds)

Largest sectors for both funds

Energy
69.6%
0.0%
Technology
11.5%
51.4%
Utilities
10.7%
11.1%
Industrials
4.1%
0.0%
Real Estate
2.3%
3.5%

The widest gap is Energy: FXN has 69.6 points more of it.

The figures side by side

FXNTAN
Filing dateApr 30, 2026May 31, 2026
Stock positions reported3731
Weight of the ten largest44.7%65.2%
Largest positionOVV 4.9%FSLR 11.7%
Held alone35 positions, 95.3%29 positions, 79.5%
Covered by stock positions100%100%

Holdings they share

StockIn FXNIn TANCounted
FSLRFIRST SOLAR INC3.89%11.74%3.89%
ENPHENPHASE ENERGY INC0.73%8.75%0.73%

What each holds alone

The heaviest positions one fund reports and the other does not.

Only in FXN

OVVOVINTIV INC4.93%
DVNDEVON ENERGY CORP4.85%
PRPERMIAN RESOURCES CORP4.82%
MTDRMATADOR RESOURCES COMPANY4.77%
LNGCHENIERE ENERGY INC4.61%
APAAPA CORP4.56%
EXEEXPAND ENERGY CORP4.42%
DINOHF SINCLAIR CORP4.10%
PSXPHILLIPS 663.74%
EOGEOG RESOURCES INC3.70%

Only in TAN

NXTNextpower Inc.9.81%
ENLTEnlight Renewable Energy Ltd.7.58%
SEDGSolarEdge Technologies, Inc.6.32%
DORAL GROUP RENEWABLE ENERGY RESOURCES LTD.5.09%
RUNSunrun Inc.4.83%
O.Y. NOFAR ENERGY LTD.4.22%
HASIHA Sustainable Infrastructure Capital, Inc.3.46%
SHLSShoals Technologies Group, Inc.3.39%
SOLARIA ENERGIA Y MEDIO AMBIENTE, S.A.3.07%
GCL-POLY ENERGY HOLDINGS LTD.3.00%

Questions people ask

Is FXN the same as TAN?

4.6% of their weight sits in the same 2 holdings. FXN also reports OVV, DVN, PR, which the other does not. TAN also reports NXT, ENLT, SEDG, which the other does not.

How is the overlap between FXN and TAN measured?

For every stock both funds report, the smaller of the two weights counts, and the sum is the overlap. The reported positions cover 100% of FXN and 100% of TAN, so the number cannot exceed the smaller coverage.

Which holds more, TAN or FXN?

FXN reports 37 stock positions and TAN reports 31. 95.3% of FXN's weight sits in names TAN does not hold, and 79.5% of TAN's weight in names FXN does not hold. The ten largest positions are 44.7% of FXN and 65.2% of TAN.

How do FXN and TAN differ by sector?

The widest gap is Energy: FXN has 69.6 points more of it. Sectors come from each holding's SIC code in its SEC record, summed by the weight the fund reports.

Where do the numbers come from?

From each fund's own N-PORT filing to the SEC, which lists every position and its weight. The comparison uses every equity position the fund reports; cash, futures and bonds are not counted, which is why a coverage figure sits next to every result. Holdings change between filings.

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Descriptive data from public SEC filings. Nothing on this page is a recommendation to buy, sell or hold any fund or stock, and holdings change between filings.