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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

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Raymond James Financial
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UBS Group
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Bank of America
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AC
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return