Cedar Brook Financial Partners’s First Trust Energy AlphaDEX Fund FXN Stock Holding History

Cedar Brook Financial Partners’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 Q4	–	Sell	-14,834	Closed	-$146K	–	304
2019 Q3	$146K	Sell	14,834 -15,012	-50%	-$153K	0.06%	292
2019 Q2	$343K	Buy	29,846 +29	+0.1%	+$350	0.16%	186
2019 Q1	$386K	Sell	29,817 -300	-1%	-$3.86K	0.19%	165
2018 Q4	$347K	Buy	+30,117	New	+$441K	0.21%	155

Other funds holding FXN

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RJFSA

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

1776 Wealth Atlanta, Georgia $254M AUM 20.38% 1-Year Est. Return

Cedar Brook Financial Partners's FXN Position: Q4 2019 in Review

Cedar Brook Financial Partners sold out of First Trust Energy AlphaDEX Fund (FXN) in Q4 2019, closing a stake of 14,834 shares — an estimated $146K sold.

Cedar Brook Financial Partners first reported a position in FXN in Q4 2018 and held it in 4 quarters. The position peaked at $386K in Q1 2019. 62 funds tracked by Wall St. Rank hold FXN as of Q4 2019.

Cedar Brook Financial Partners reported no remaining First Trust Energy AlphaDEX Fund position as of Q4 2019 after selling out during the quarter.
Cedar Brook Financial Partners sold 14,834 First Trust Energy AlphaDEX Fund shares in Q4 2019, an estimated $146K.
Cedar Brook Financial Partners first reported a position in First Trust Energy AlphaDEX Fund in Q4 2018 and held it in 4 quarters.
Cedar Brook Financial Partners's First Trust Energy AlphaDEX Fund position peaked at $386K in Q1 2019.
62 funds tracked by Wall St. Rank held First Trust Energy AlphaDEX Fund as of Q4 2019.

Based on Cedar Brook Financial Partners's 13F filing for Q4 2019, filed 6 Feb 2020.