Barber Financial Group’s First Trust Energy AlphaDEX Fund FXN Stock Holding History

Barber Financial Group’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
2018 Q4	–	Sell	-24,949	Closed	-$437K	–	137
2018 Q3	$437K	Buy	+24,949	New	+$422K	0.11%	81

Other funds holding FXN

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Barber Financial Group's FXN Position: Q4 2018 in Review

Barber Financial Group sold out of First Trust Energy AlphaDEX Fund (FXN) in Q4 2018, closing a stake of 24,949 shares — an estimated $437K sold.

Barber Financial Group first reported a position in FXN in Q3 2018 and held it in 1 quarter. The position peaked at $437K in Q3 2018. 84 funds tracked by Wall St. Rank hold FXN as of Q4 2018.

Barber Financial Group reported no remaining First Trust Energy AlphaDEX Fund position as of Q4 2018 after selling out during the quarter.
Barber Financial Group sold 24,949 First Trust Energy AlphaDEX Fund shares in Q4 2018, an estimated $437K.
Barber Financial Group first reported a position in First Trust Energy AlphaDEX Fund in Q3 2018 and held it in 1 quarter.
Barber Financial Group's First Trust Energy AlphaDEX Fund position peaked at $437K in Q3 2018.
84 funds tracked by Wall St. Rank held First Trust Energy AlphaDEX Fund as of Q4 2018.

Based on Barber Financial Group's 13F filing for Q4 2018, filed 24 Jan 2019.