EP
FXN icon

Eudaimonia Partners’s First Trust Energy AlphaDEX Fund FXN Stock Holding History

Eudaimonia Partners’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
2021
Q2 		– Sell
-425
Closed -$4K – 731
2021
Q1 		$4K Buy
+425
New +$4.07K ﹤0.01% 1368

Other funds holding FXN

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return
NA
Navellier & Associates Reno, Nevada $1.26B AUM 95.39% 1-Year Est. Return

Eudaimonia Partners's FXN Position: Q2 2021 in Review

Eudaimonia Partners sold out of First Trust Energy AlphaDEX Fund (FXN) in Q2 2021, closing a stake of 425 shares — an estimated $4K sold.

Eudaimonia Partners first reported a position in FXN in Q1 2021 and held it in 1 quarter. The position peaked at $4K in Q1 2021. 102 funds tracked by Wall St. Rank hold FXN as of Q2 2021.

  • Eudaimonia Partners reported no remaining First Trust Energy AlphaDEX Fund position as of Q2 2021 after selling out during the quarter.
  • Eudaimonia Partners sold 425 First Trust Energy AlphaDEX Fund shares in Q2 2021, an estimated $4K.
  • Eudaimonia Partners first reported a position in First Trust Energy AlphaDEX Fund in Q1 2021 and held it in 1 quarter.
  • Eudaimonia Partners's First Trust Energy AlphaDEX Fund position peaked at $4K in Q1 2021.
  • 102 funds tracked by Wall St. Rank held First Trust Energy AlphaDEX Fund as of Q2 2021.

Based on Eudaimonia Partners's 13F filing for Q2 2021, filed 13 Aug 2021.