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

Camarda 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
2019
Q3 		– Sell
-517
Closed -$6K – 210
2019
Q2 		$6K Buy
+517
New +$6.24K 0.01% 181
2017
Q1 		– Sell
-1,239
Closed -$20K – 209
2016
Q4 		$20K Buy
+1,239
New +$19.5K 0.01% 165

Other funds holding FXN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LFAS
Level Four Advisory Services Dallas, Texas $3.05B AUM 23.96% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

Camarda Financial Advisors's FXN Position: Q3 2019 in Review

Camarda Financial Advisors sold out of First Trust Energy AlphaDEX Fund (FXN) in Q3 2019, closing a stake of 517 shares — an estimated $6K sold.

Camarda Financial Advisors first reported a position in FXN in Q4 2016 and held it in 2 quarters. The position peaked at $20K in Q4 2016. 64 funds tracked by Wall St. Rank hold FXN as of Q3 2019.

  • Camarda Financial Advisors reported no remaining First Trust Energy AlphaDEX Fund position as of Q3 2019 after selling out during the quarter.
  • Camarda Financial Advisors sold 517 First Trust Energy AlphaDEX Fund shares in Q3 2019, an estimated $6K.
  • Camarda Financial Advisors first reported a position in First Trust Energy AlphaDEX Fund in Q4 2016 and held it in 2 quarters.
  • Camarda Financial Advisors's First Trust Energy AlphaDEX Fund position peaked at $20K in Q4 2016.
  • 64 funds tracked by Wall St. Rank held First Trust Energy AlphaDEX Fund as of Q3 2019.

Based on Camarda Financial Advisors's 13F filing for Q3 2019, filed 14 Nov 2019.