Coppell Advisory Solutions’s First Trust Energy AlphaDEX Fund FXN Stock Holding History

Coppell Advisory Solutions’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
2025 Q1	–	Sell	-4,649	Closed	-$75.1K	–	907
2024 Q4	$75.1K	Sell	4,649 -632	-12%	-$10.6K	0.01%	487
2024 Q3	$85.6K	Buy	5,281 +53	+1%	+$915	0.01%	425
2024 Q2	$95.2K	Buy	+5,228	New	+$97.1K	0.02%	370
2023 Q4	$226K	Sell	13,547 -36,669	-73%	-$624K	0.05%	251
2023 Q3	$858K	Sell	50,216 -103,961	-67%	-$1.78M	0.3%	79
2023 Q2	$2.39M	Buy	154,177 +133,402	+642%	+$2.03M	0.68%	25
2023 Q1	$318K	Sell	20,775 -32,385	-61%	-$531K	0.1%	151
2022 Q4	$909K	Buy	+53,160	New	+$953K	0.31%	78

Other funds holding FXN

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Avestar Capital New York $1.79B AUM 33.8% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Coppell Advisory Solutions's FXN Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of First Trust Energy AlphaDEX Fund (FXN) in Q1 2025, closing a stake of 4,649 shares — an estimated $75.1K sold.

Coppell Advisory Solutions first reported a position in FXN in Q4 2022 and held it in 8 quarters. The position peaked at $2.39M in Q2 2023. 117 funds tracked by Wall St. Rank hold FXN as of Q1 2025.

Coppell Advisory Solutions reported no remaining First Trust Energy AlphaDEX Fund position as of Q1 2025 after selling out during the quarter.
Coppell Advisory Solutions sold 4,649 First Trust Energy AlphaDEX Fund shares in Q1 2025, an estimated $75.1K.
Coppell Advisory Solutions first reported a position in First Trust Energy AlphaDEX Fund in Q4 2022 and held it in 8 quarters.
Coppell Advisory Solutions's First Trust Energy AlphaDEX Fund position peaked at $2.39M in Q2 2023.
117 funds tracked by Wall St. Rank held First Trust Energy AlphaDEX Fund as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.