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 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

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 $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B 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

ASN

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

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

Guardian Wealth Advisors (North Carolina)'s FXN Position: Q1 2026 in Review

Guardian Wealth Advisors (North Carolina) opened a new position in First Trust Energy AlphaDEX Fund (FXN) in Q1 2026: 30 shares worth $674. The stake represents ﹤0.01% of the portfolio and ranks #599 among its holdings. This is a return to the name: Guardian Wealth Advisors (North Carolina) previously reported a position in FXN as recently as Q2 2025.

Guardian Wealth Advisors (North Carolina) first reported a position in FXN in Q2 2022 and has held it in 14 quarters since. 140 funds tracked by Wall St. Rank hold FXN as of Q1 2026.

Guardian Wealth Advisors (North Carolina) held 30 shares of First Trust Energy AlphaDEX Fund worth $674 as of Q1 2026.
First Trust Energy AlphaDEX Fund was a new Guardian Wealth Advisors (North Carolina) position in Q1 2026.
First Trust Energy AlphaDEX Fund made up ﹤0.01% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q1 2026, its #599 holding.
Guardian Wealth Advisors (North Carolina) first reported a position in First Trust Energy AlphaDEX Fund in Q2 2022 and has held it in 14 quarters since.
140 funds tracked by Wall St. Rank held First Trust Energy AlphaDEX Fund as of Q1 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 15 May 2026.