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

Gateway Wealth 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
2026 Q1	$271K	Buy	12,072 +1,994	+20%	+$38.7K	0.01%	798
2025 Q4	$166K	Sell	10,078 -1,727	-15%	-$28.1K	0.02%	451
2025 Q3	$192K	Sell	11,805 -10,547	-47%	-$168K	0.03%	403
2025 Q2	$339K	Sell	22,352 -5,812	-21%	-$85.8K	0.06%	258
2025 Q1	$465K	Sell	28,164 -14,326	-34%	-$240K	0.1%	188
2024 Q4	$694K	Sell	42,490 -1,505	-3%	-$25.3K	0.18%	128
2024 Q3	$714K	Sell	43,995 -13,407	-23%	-$232K	0.2%	111
2024 Q2	$1.04M	Buy	57,402 +2,158	+4%	+$40.1K	0.32%	81
2024 Q1	$1.03M	Buy	55,244 +3,042	+6%	+$51.4K	0.37%	71
2023 Q4	$871K	Sell	52,202 -375	-0.7%	-$6.38K	0.35%	73
2023 Q3	$916K	Buy	52,577 +9,115	+21%	+$156K	0.17%	88
2023 Q2	$680K	Buy	43,462 +2,197	+5%	+$33.5K	0.12%	104
2023 Q1	$640K	Sell	41,265 -7,562	-15%	-$124K	0.1%	99
2022 Q4	$834K	Buy	+48,827	New	+$876K	0.14%	74

Other funds holding FXN

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Nilsine Partners Greenwood Village, Colorado $1.28B AUM 27.63% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America

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