Doyle Wealth Management’s First Trust Energy AlphaDEX Fund FXN Stock Holding History

Doyle Wealth Management’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	-1,450	Closed	-$17K	–	395
2019 Q2	$17K	Buy	+1,450	New	+$17.5K	﹤0.01%	540
2019 Q1	–	Sell	-1,448	Closed	-$17K	–	380
2018 Q4	$17K	Buy	+1,448	New	+$21.2K	﹤0.01%	537

Other funds holding FXN

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

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

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

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

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

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

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

Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

Doyle Wealth Management's FXN Position: Q3 2019 in Review

Doyle Wealth Management sold out of First Trust Energy AlphaDEX Fund (FXN) in Q3 2019, closing a stake of 1,450 shares — an estimated $17K sold.

Doyle Wealth Management first reported a position in FXN in Q4 2018 and held it in 2 quarters. The position peaked at $17K in Q2 2019. 64 funds tracked by Wall St. Rank hold FXN as of Q3 2019.

Doyle Wealth Management reported no remaining First Trust Energy AlphaDEX Fund position as of Q3 2019 after selling out during the quarter.
Doyle Wealth Management sold 1,450 First Trust Energy AlphaDEX Fund shares in Q3 2019, an estimated $17K.
Doyle Wealth Management first reported a position in First Trust Energy AlphaDEX Fund in Q4 2018 and held it in 2 quarters.
Doyle Wealth Management's First Trust Energy AlphaDEX Fund position peaked at $17K in Q2 2019.
64 funds tracked by Wall St. Rank held First Trust Energy AlphaDEX Fund as of Q3 2019.

Based on Doyle Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.