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Chessman Wealth Strategies RIA’s First Trust Energy AlphaDEX Fund FXN Stock Holding History

Chessman Wealth Strategies RIA’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
-1,239
Closed -$22K – 75
2018
Q3 		$22K Buy
+1,239
New +$21K 0.02% 92

Other funds holding FXN

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Baird Financial Group
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

Chessman Wealth Strategies RIA's FXN Position: Q4 2018 in Review

Chessman Wealth Strategies RIA sold out of First Trust Energy AlphaDEX Fund (FXN) in Q4 2018, closing a stake of 1,239 shares — an estimated $22K sold.

Chessman Wealth Strategies RIA first reported a position in FXN in Q3 2018 and held it in 1 quarter. The position peaked at $22K in Q3 2018. 84 funds tracked by Wall St. Rank hold FXN as of Q4 2018.

  • Chessman Wealth Strategies RIA reported no remaining First Trust Energy AlphaDEX Fund position as of Q4 2018 after selling out during the quarter.
  • Chessman Wealth Strategies RIA sold 1,239 First Trust Energy AlphaDEX Fund shares in Q4 2018, an estimated $22K.
  • Chessman Wealth Strategies RIA first reported a position in First Trust Energy AlphaDEX Fund in Q3 2018 and held it in 1 quarter.
  • Chessman Wealth Strategies RIA's First Trust Energy AlphaDEX Fund position peaked at $22K in Q3 2018.
  • 84 funds tracked by Wall St. Rank held First Trust Energy AlphaDEX Fund as of Q4 2018.

Based on Chessman Wealth Strategies RIA's 13F filing for Q4 2018, filed 14 Jan 2019.