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Advisor Resource Council’s First Trust Energy AlphaDEX Fund FXN Stock Holding History

Advisor Resource Council’s Portfolio FXN Stock Details FXN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-52,455
Closed -$819K – 171
2022
Q3 		$819K Buy
+52,455
New +$857K 0.55% 45

Other funds holding FXN

First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Advisor Resource Council's FXN Position: Q4 2022 in Review

Advisor Resource Council sold out of First Trust Energy AlphaDEX Fund (FXN) in Q4 2022, closing a stake of 52,455 shares — an estimated $819K sold.

Advisor Resource Council first reported a position in FXN in Q3 2022 and held it in 1 quarter. The position peaked at $819K in Q3 2022. 190 funds tracked by Wall St. Rank hold FXN as of Q4 2022.

  • Advisor Resource Council reported no remaining First Trust Energy AlphaDEX Fund position as of Q4 2022 after selling out during the quarter.
  • Advisor Resource Council sold 52,455 First Trust Energy AlphaDEX Fund shares in Q4 2022, an estimated $819K.
  • Advisor Resource Council first reported a position in First Trust Energy AlphaDEX Fund in Q3 2022 and held it in 1 quarter.
  • Advisor Resource Council's First Trust Energy AlphaDEX Fund position peaked at $819K in Q3 2022.
  • 190 funds tracked by Wall St. Rank held First Trust Energy AlphaDEX Fund as of Q4 2022.

Based on Advisor Resource Council's 13F filing for Q4 2022, filed 20 Jan 2023.