Financial Partners Group (Kansas)’s First Trust Energy AlphaDEX Fund FXN Stock Holding History

Financial Partners Group (Kansas)’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
2022 Q3	–	Sell	-15,000	Closed	-$221K	–	149
2022 Q2	$221K	Sell	15,000 -8,690	-37%	-$141K	0.06%	133
2022 Q1	$377K	Hold	23,690	–	–	0.08%	116
2021 Q4	$319K	Hold	23,690	–	–	0.07%	124
2021 Q3	$272K	Hold	23,690	–	–	0.06%	137
2021 Q2	$270K	Buy	+23,690	New	+$252K	0.07%	130

Other funds holding FXN

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

RJFSA

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Financial Partners Group (Kansas)'s FXN Position: Q3 2022 in Review

Financial Partners Group (Kansas) sold out of First Trust Energy AlphaDEX Fund (FXN) in Q3 2022, closing a stake of 15,000 shares — an estimated $221K sold.

Financial Partners Group (Kansas) first reported a position in FXN in Q2 2021 and held it in 5 quarters. The position peaked at $377K in Q1 2022. 166 funds tracked by Wall St. Rank hold FXN as of Q3 2022.

Financial Partners Group (Kansas) reported no remaining First Trust Energy AlphaDEX Fund position as of Q3 2022 after selling out during the quarter.
Financial Partners Group (Kansas) sold 15,000 First Trust Energy AlphaDEX Fund shares in Q3 2022, an estimated $221K.
Financial Partners Group (Kansas) first reported a position in First Trust Energy AlphaDEX Fund in Q2 2021 and held it in 5 quarters.
Financial Partners Group (Kansas)'s First Trust Energy AlphaDEX Fund position peaked at $377K in Q1 2022.
166 funds tracked by Wall St. Rank held First Trust Energy AlphaDEX Fund as of Q3 2022.

Based on Financial Partners Group (Kansas)'s 13F filing for Q3 2022, filed 14 Nov 2022.