AP
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Advisors Preferred’s First Trust Energy AlphaDEX Fund FXN Stock Holding History

Advisors Preferred’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
2021
Q3 		– Sell
-3,505
Closed -$41K – 195
2021
Q2 		$41K Buy
3,505
+2,308
+193% +$24.6K ﹤0.01% 177
2021
Q1 		$13K Buy
+1,197
New +$11.5K ﹤0.01% 162
2018
Q4 		– Sell
-1,378
Closed -$24K – 155
2018
Q3 		$24K Buy
+1,378
New +$23.3K 0.01% 175
2017
Q1 		– Sell
-5,377
Closed -$89K – 225
2016
Q4 		$89K Buy
+5,377
New +$84.5K 0.05% 106
2014
Q3 		– Sell
-23,982
Closed -$703K – 263
2014
Q2 		$703K Sell
23,982
-24,098
-50% -$663K 0.36% 54
2014
Q1 		$1.26M Buy
48,080
+45,284
+1,620% +$1.12M 0.57% 62
2013
Q4 		$70K Buy
+2,796
New +$68.5K 0.04% 173

Other funds holding FXN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
VCM
Virtue Capital Management Brentwood, Tennessee $657M AUM 24.18% 1-Year Est. Return
SAM
Synergy Asset Management Vancouver, Washington $942M AUM 24.44% 1-Year Est. Return