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Barnes Pettey Financial Advisors’s First Trust Energy AlphaDEX Fund FXN Stock Holding History

Barnes Pettey Financial Advisors’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
-13,000
Closed -$155K – 94
2021
Q4 		$155K Buy
+13,000
New +$161K 0.18% 91

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

Barnes Pettey Financial Advisors's FXN Position: Q1 2022 in Review

Barnes Pettey Financial Advisors sold out of First Trust Energy AlphaDEX Fund (FXN) in Q1 2022, closing a stake of 13,000 shares — an estimated $155K sold.

Barnes Pettey Financial Advisors first reported a position in FXN in Q4 2021 and held it in 1 quarter. The position peaked at $155K in Q4 2021. 147 funds tracked by Wall St. Rank hold FXN as of Q1 2022.

  • Barnes Pettey Financial Advisors reported no remaining First Trust Energy AlphaDEX Fund position as of Q1 2022 after selling out during the quarter.
  • Barnes Pettey Financial Advisors sold 13,000 First Trust Energy AlphaDEX Fund shares in Q1 2022, an estimated $155K.
  • Barnes Pettey Financial Advisors first reported a position in First Trust Energy AlphaDEX Fund in Q4 2021 and held it in 1 quarter.
  • Barnes Pettey Financial Advisors's First Trust Energy AlphaDEX Fund position peaked at $155K in Q4 2021.
  • 147 funds tracked by Wall St. Rank held First Trust Energy AlphaDEX Fund as of Q1 2022.

Based on Barnes Pettey Financial Advisors's 13F filing for Q1 2022, filed 27 Apr 2022.