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Advocacy Wealth Management Services’s First Trust Energy AlphaDEX Fund FXN Stock Holding History

Advocacy Wealth Management Services’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
2017
Q1 		– Sell
-8
Closed – – 318
2016
Q4 		$0 Buy
+8
New +$126 ﹤0.01% 336

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 $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
HA
Hays Advisory Franklin, Tennessee $157M AUM 9.67% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Advocacy Wealth Management Services's FXN Position: Q1 2017 in Review

Advocacy Wealth Management Services sold out of First Trust Energy AlphaDEX Fund (FXN) in Q1 2017, closing a stake of 8 shares.

Advocacy Wealth Management Services first reported a position in FXN in Q4 2016 and held it in 1 quarter. The position peaked at $0 in Q4 2016. 101 funds tracked by Wall St. Rank hold FXN as of Q1 2017.

  • Advocacy Wealth Management Services reported no remaining First Trust Energy AlphaDEX Fund position as of Q1 2017 after selling out during the quarter.
  • Advocacy Wealth Management Services sold 8 First Trust Energy AlphaDEX Fund shares in Q1 2017.
  • Advocacy Wealth Management Services first reported a position in First Trust Energy AlphaDEX Fund in Q4 2016 and held it in 1 quarter.
  • Advocacy Wealth Management Services's First Trust Energy AlphaDEX Fund position peaked at $0 in Q4 2016.
  • 101 funds tracked by Wall St. Rank held First Trust Energy AlphaDEX Fund as of Q1 2017.

Based on Advocacy Wealth Management Services's 13F filing for Q1 2017, filed 24 Apr 2017.