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Financial Management Professionals’s First Trust Energy AlphaDEX Fund FXN Stock Holding History

Financial Management Professionals’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
Q4 		– Sell
-8,445
Closed -$97K – 999
2021
Q3 		$97K Sell
8,445
-499,598
-98% -$5.28M 0.02% 153
2021
Q2 		$5.8M Buy
+508,043
New +$5.41M 1.49% 20

Other funds holding FXN

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Financial Management Professionals's FXN Position: Q4 2021 in Review

Financial Management Professionals sold out of First Trust Energy AlphaDEX Fund (FXN) in Q4 2021, closing a stake of 8,445 shares — an estimated $97K sold.

Financial Management Professionals first reported a position in FXN in Q2 2021 and held it in 2 quarters. The position peaked at $5.8M in Q2 2021. 134 funds tracked by Wall St. Rank hold FXN as of Q4 2021.

  • Financial Management Professionals reported no remaining First Trust Energy AlphaDEX Fund position as of Q4 2021 after selling out during the quarter.
  • Financial Management Professionals sold 8,445 First Trust Energy AlphaDEX Fund shares in Q4 2021, an estimated $97K.
  • Financial Management Professionals first reported a position in First Trust Energy AlphaDEX Fund in Q2 2021 and held it in 2 quarters.
  • Financial Management Professionals's First Trust Energy AlphaDEX Fund position peaked at $5.8M in Q2 2021.
  • 134 funds tracked by Wall St. Rank held First Trust Energy AlphaDEX Fund as of Q4 2021.

Based on Financial Management Professionals's 13F filing for Q4 2021, filed 28 Jan 2022.