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Bellwether Investment Group’s First Trust Energy AlphaDEX Fund FXN Stock Holding History

Bellwether Investment 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
2017
Q1 		– Sell
-29,012
Closed -$479K – 842
2016
Q4 		$479K Buy
+29,012
New +$456K 0.43% 63
2016
Q2 		$475K Buy
+31,912
New +$476K 0.52% 50

Other funds holding FXN

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
HA
Hays Advisory Franklin, Tennessee $157M AUM 9.67% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

Bellwether Investment Group's FXN Position: Q1 2017 in Review

Bellwether Investment Group sold out of First Trust Energy AlphaDEX Fund (FXN) in Q1 2017, closing a stake of 29,012 shares — an estimated $479K sold.

Bellwether Investment Group first reported a position in FXN in Q2 2016 and held it in 2 quarters. The position peaked at $479K in Q4 2016. 101 funds tracked by Wall St. Rank hold FXN as of Q1 2017.

  • Bellwether Investment Group reported no remaining First Trust Energy AlphaDEX Fund position as of Q1 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 29,012 First Trust Energy AlphaDEX Fund shares in Q1 2017, an estimated $479K.
  • Bellwether Investment Group first reported a position in First Trust Energy AlphaDEX Fund in Q2 2016 and held it in 2 quarters.
  • Bellwether Investment Group's First Trust Energy AlphaDEX Fund position peaked at $479K in Q4 2016.
  • 101 funds tracked by Wall St. Rank held First Trust Energy AlphaDEX Fund as of Q1 2017.

Based on Bellwether Investment Group's 13F filing for Q1 2017, filed 12 May 2017.