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AMJ Financial Wealth Management’s First Trust Energy AlphaDEX Fund FXN Stock Holding History

AMJ Financial Wealth Management’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
Q4 		– Sell
-28,425
Closed -$326K – 100
2021
Q3 		$326K Sell
28,425
-11,674
-29% -$123K 0.13% 77
2021
Q2 		$458K Buy
40,099
+783
+2% +$8.33K 0.2% 70
2021
Q1 		$398K Buy
+39,316
New +$377K 0.19% 62

Other funds holding FXN

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $1.55T AUM 33.47% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

AMJ Financial Wealth Management's FXN Position: Q4 2021 in Review

AMJ Financial Wealth Management sold out of First Trust Energy AlphaDEX Fund (FXN) in Q4 2021, closing a stake of 28,425 shares — an estimated $326K sold.

AMJ Financial Wealth Management first reported a position in FXN in Q1 2021 and held it in 3 quarters. The position peaked at $458K in Q2 2021. 134 funds tracked by Wall St. Rank hold FXN as of Q4 2021.

  • AMJ Financial Wealth Management reported no remaining First Trust Energy AlphaDEX Fund position as of Q4 2021 after selling out during the quarter.
  • AMJ Financial Wealth Management sold 28,425 First Trust Energy AlphaDEX Fund shares in Q4 2021, an estimated $326K.
  • AMJ Financial Wealth Management first reported a position in First Trust Energy AlphaDEX Fund in Q1 2021 and held it in 3 quarters.
  • AMJ Financial Wealth Management's First Trust Energy AlphaDEX Fund position peaked at $458K in Q2 2021.
  • 134 funds tracked by Wall St. Rank held First Trust Energy AlphaDEX Fund as of Q4 2021.

Based on AMJ Financial Wealth Management's 13F filing for Q4 2021, filed 10 Feb 2022.