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

Crewe 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
-326
Closed -$4K – 253
2019
Q2 		$4K Hold
326
– – ﹤0.01% 247
2019
Q1 		$4K Buy
+326
New +$4.19K ﹤0.01% 199

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

Crewe Advisors's FXN Position: Q3 2019 in Review

Crewe Advisors sold out of First Trust Energy AlphaDEX Fund (FXN) in Q3 2019, closing a stake of 326 shares — an estimated $4K sold.

Crewe Advisors first reported a position in FXN in Q1 2019 and held it in 2 quarters. The position peaked at $4K in Q2 2019. 64 funds tracked by Wall St. Rank hold FXN as of Q3 2019.

  • Crewe Advisors reported no remaining First Trust Energy AlphaDEX Fund position as of Q3 2019 after selling out during the quarter.
  • Crewe Advisors sold 326 First Trust Energy AlphaDEX Fund shares in Q3 2019, an estimated $4K.
  • Crewe Advisors first reported a position in First Trust Energy AlphaDEX Fund in Q1 2019 and held it in 2 quarters.
  • Crewe Advisors's First Trust Energy AlphaDEX Fund position peaked at $4K in Q2 2019.
  • 64 funds tracked by Wall St. Rank held First Trust Energy AlphaDEX Fund as of Q3 2019.

Based on Crewe Advisors's 13F filing for Q3 2019, filed 6 Nov 2019.