GI
FXN icon

Gradient Investments’s First Trust Energy AlphaDEX Fund FXN Stock Holding History

Gradient Investments’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
2017
Q3 		– Sell
-250
Closed -$3K – 410
2017
Q2 		$3K Buy
+250
New +$3.5K ﹤0.01% 647

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
FAM
Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return
AIM
Astor Investment Management Chicago, Illinois $185M AUM 8.46% 1-Year Est. Return

Gradient Investments's FXN Position: Q3 2017 in Review

Gradient Investments sold out of First Trust Energy AlphaDEX Fund (FXN) in Q3 2017, closing a stake of 250 shares — an estimated $3K sold.

Gradient Investments first reported a position in FXN in Q2 2017 and held it in 1 quarter. The position peaked at $3K in Q2 2017. 68 funds tracked by Wall St. Rank hold FXN as of Q3 2017.

  • Gradient Investments reported no remaining First Trust Energy AlphaDEX Fund position as of Q3 2017 after selling out during the quarter.
  • Gradient Investments sold 250 First Trust Energy AlphaDEX Fund shares in Q3 2017, an estimated $3K.
  • Gradient Investments first reported a position in First Trust Energy AlphaDEX Fund in Q2 2017 and held it in 1 quarter.
  • Gradient Investments's First Trust Energy AlphaDEX Fund position peaked at $3K in Q2 2017.
  • 68 funds tracked by Wall St. Rank held First Trust Energy AlphaDEX Fund as of Q3 2017.

Based on Gradient Investments's 13F filing for Q3 2017, filed 16 Oct 2017.