Guardian Wealth Advisors (North Carolina)’s First Trust Energy AlphaDEX Fund FXN Stock Holding History

Guardian Wealth Advisors (North Carolina)’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 Q2	–	Sell	-30	Closed	-$674	–	451
2026 Q1	$674	Buy	+30	New	+$582	﹤0.01%	599
2025 Q3	–	Sell	-30	Closed	-$455	–	420
2025 Q2	$455	Hold	30	–	–	﹤0.01%	543
2025 Q1	$496	Hold	30	–	–	﹤0.01%	521
2024 Q4	$490	Hold	30	–	–	﹤0.01%	504
2024 Q3	$487	Hold	30	–	–	﹤0.01%	441
2024 Q2	$546	Hold	30	–	–	﹤0.01%	428
2024 Q1	$562	Hold	30	–	–	﹤0.01%	443
2023 Q4	$501	Hold	30	–	–	﹤0.01%	431
2023 Q3	$523	Hold	30	–	–	﹤0.01%	408
2023 Q2	$469	Hold	30	–	–	﹤0.01%	406
2023 Q1	$466	Hold	30	–	–	﹤0.01%	402
2022 Q4	$513	Hold	30	–	–	﹤0.01%	367
2022 Q3	$0	Hold	30	–	–	﹤0.01%	351
2022 Q2	$0	Buy	+30	New	+$487	﹤0.01%	361

Other funds holding FXN

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

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

VCM

Virtue Capital Management Brentwood, Tennessee $749M AUM 40.13% 1-Year Est. Return

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s FXN Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) sold out of First Trust Energy AlphaDEX Fund (FXN) in Q2 2026, closing a stake of 30 shares — an estimated $674 sold.

Guardian Wealth Advisors (North Carolina) first reported a position in FXN in Q2 2022 and held it in 14 quarters. The position peaked at $674 in Q1 2026. 130 funds tracked by Wall St. Rank hold FXN as of Q2 2026.

Guardian Wealth Advisors (North Carolina) reported no remaining First Trust Energy AlphaDEX Fund position as of Q2 2026 after selling out during the quarter.
Guardian Wealth Advisors (North Carolina) sold 30 First Trust Energy AlphaDEX Fund shares in Q2 2026, an estimated $674.
Guardian Wealth Advisors (North Carolina) first reported a position in First Trust Energy AlphaDEX Fund in Q2 2022 and held it in 14 quarters.
Guardian Wealth Advisors (North Carolina)'s First Trust Energy AlphaDEX Fund position peaked at $674 in Q1 2026.
130 funds tracked by Wall St. Rank held First Trust Energy AlphaDEX Fund as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.