Advisornet Financial’s First Trust Energy AlphaDEX Fund FXN Stock Holding History

Advisornet Financial’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	-646	Closed	-$10K	–	2418
2022 Q3	$10K	Buy	646 +5	+0.8%	+$82	﹤0.01%	1336
2022 Q2	$9K	Buy	641 +2	+0.3%	+$32	﹤0.01%	1373
2022 Q1	$10K	Buy	639 +3	+0.5%	+$42	﹤0.01%	1443
2021 Q4	$8K	Buy	636 +2	+0.3%	+$25	﹤0.01%	1543
2021 Q3	$7K	Buy	634 +1	+0.2%	+$11	﹤0.01%	1544
2021 Q2	$7K	Hold	633	–	–	﹤0.01%	1500
2021 Q1	$6K	Buy	633 +5	+0.8%	+$48	﹤0.01%	1475
2020 Q4	$5K	Buy	628 +27	+4%	+$185	﹤0.01%	1444
2020 Q3	$3K	Buy	601 +1	+0.2%	+$7	﹤0.01%	1494
2020 Q2	$4K	Buy	+600	New	+$3.7K	﹤0.01%	1482

Other funds holding FXN

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

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 $528B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return