AIM
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Anchor Investment Management’s First Trust Energy AlphaDEX Fund FXN Stock Holding History

Anchor Investment 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
2022
Q1 		– Sell
-4,214
Closed -$50.2K – 1018
2021
Q4 		$50.2K Buy
+4,214
New +$52.1K 0.01% 567

Other funds holding FXN

First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.35B AUM 34.37% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Anchor Investment Management's FXN Position: Q1 2022 in Review

Anchor Investment Management sold out of First Trust Energy AlphaDEX Fund (FXN) in Q1 2022, closing a stake of 4,214 shares — an estimated $50.2K sold.

Anchor Investment Management first reported a position in FXN in Q4 2021 and held it in 1 quarter. The position peaked at $50.2K in Q4 2021. 147 funds tracked by Wall St. Rank hold FXN as of Q1 2022.

  • Anchor Investment Management reported no remaining First Trust Energy AlphaDEX Fund position as of Q1 2022 after selling out during the quarter.
  • Anchor Investment Management sold 4,214 First Trust Energy AlphaDEX Fund shares in Q1 2022, an estimated $50.2K.
  • Anchor Investment Management first reported a position in First Trust Energy AlphaDEX Fund in Q4 2021 and held it in 1 quarter.
  • Anchor Investment Management's First Trust Energy AlphaDEX Fund position peaked at $50.2K in Q4 2021.
  • 147 funds tracked by Wall St. Rank held First Trust Energy AlphaDEX Fund as of Q1 2022.

Based on Anchor Investment Management's 13F filing for Q1 2022, filed 2 Jan 2024.