Financial Gravity Companies’s First Trust Energy AlphaDEX Fund FXN Stock Holding History

Financial Gravity Companies’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
2018 Q4	$2K	Buy	+143	New	+$2.1K	﹤0.01%	919
2018 Q1	$2K	Buy	+143	New	+$2.11K	﹤0.01%	950

Other funds holding FXN

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

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

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Financial Gravity Companies's FXN Position: Q4 2018 in Review

Financial Gravity Companies opened a new position in First Trust Energy AlphaDEX Fund (FXN) in Q4 2018: 143 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #919 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in FXN as recently as Q1 2018.

Financial Gravity Companies first reported a position in FXN in Q1 2018 and has held it in 2 quarters since. 84 funds tracked by Wall St. Rank hold FXN as of Q4 2018.

Financial Gravity Companies held 143 shares of First Trust Energy AlphaDEX Fund worth $2K as of Q4 2018.
First Trust Energy AlphaDEX Fund was a new Financial Gravity Companies position in Q4 2018.
First Trust Energy AlphaDEX Fund made up ﹤0.01% of Financial Gravity Companies's portfolio in Q4 2018, its #919 holding.
Financial Gravity Companies first reported a position in First Trust Energy AlphaDEX Fund in Q1 2018 and has held it in 2 quarters since.
84 funds tracked by Wall St. Rank held First Trust Energy AlphaDEX Fund as of Q4 2018.

Based on Financial Gravity Companies's 13F filing for Q4 2018, filed 4 Feb 2019.