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	–	2416
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 Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Advisornet Financial's FXN Position: Q4 2022 in Review

Advisornet Financial sold out of First Trust Energy AlphaDEX Fund (FXN) in Q4 2022, closing a stake of 646 shares — an estimated $10K sold.

Advisornet Financial first reported a position in FXN in Q2 2020 and held it in 10 quarters. The position peaked at $10K in Q3 2022. 189 funds tracked by Wall St. Rank hold FXN as of Q4 2022.

Advisornet Financial reported no remaining First Trust Energy AlphaDEX Fund position as of Q4 2022 after selling out during the quarter.
Advisornet Financial sold 646 First Trust Energy AlphaDEX Fund shares in Q4 2022, an estimated $10K.
Advisornet Financial first reported a position in First Trust Energy AlphaDEX Fund in Q2 2020 and held it in 10 quarters.
Advisornet Financial's First Trust Energy AlphaDEX Fund position peaked at $10K in Q3 2022.
189 funds tracked by Wall St. Rank held First Trust Energy AlphaDEX Fund as of Q4 2022.

Based on Advisornet Financial's 13F filing for Q4 2022, filed 13 Jan 2023.