Bank of Nova Scotia
FXN icon

Bank of Nova Scotia’s First Trust Energy AlphaDEX Fund FXN Stock Holding History

Bank of Nova Scotia’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
2024
Q2 		– Sell
-303,100
Closed -$5.68M – 1028
2024
Q1 		$5.68M Buy
+303,100
New +$5.12M 0.01% 485

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Wells Fargo
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
CA
Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Bank of Nova Scotia's FXN Position: Q2 2024 in Review

Bank of Nova Scotia sold out of First Trust Energy AlphaDEX Fund (FXN) in Q2 2024, closing a stake of 303,100 shares — an estimated $5.68M sold.

Bank of Nova Scotia first reported a position in FXN in Q1 2024 and held it in 1 quarter. The position peaked at $5.68M in Q1 2024. 133 funds tracked by Wall St. Rank hold FXN as of Q2 2024.

  • Bank of Nova Scotia reported no remaining First Trust Energy AlphaDEX Fund position as of Q2 2024 after selling out during the quarter.
  • Bank of Nova Scotia sold 303,100 First Trust Energy AlphaDEX Fund shares in Q2 2024, an estimated $5.68M.
  • Bank of Nova Scotia first reported a position in First Trust Energy AlphaDEX Fund in Q1 2024 and held it in 1 quarter.
  • Bank of Nova Scotia's First Trust Energy AlphaDEX Fund position peaked at $5.68M in Q1 2024.
  • 133 funds tracked by Wall St. Rank held First Trust Energy AlphaDEX Fund as of Q2 2024.

Based on Bank of Nova Scotia's 13F filing for Q2 2024, filed 14 Aug 2024.