HFG Advisors’s First Trust Energy AlphaDEX Fund FXN Stock Holding History

HFG Advisors’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	$247K	Sell	10,991 -2,750	-20%	-$53.3K	0.17%	95
2025 Q4	$226K	Hold	13,741	–	–	0.16%	94
2025 Q3	$224K	Sell	13,741 -149	-1%	-$2.37K	0.17%	92
2025 Q2	$211K	Sell	13,890 -350	-2%	-$5.17K	0.17%	89
2025 Q1	$235K	Hold	14,240	–	–	0.2%	81
2024 Q4	$233K	Sell	14,240 -2,939	-17%	-$49.4K	0.2%	80
2024 Q3	$279K	Hold	17,179	–	–	0.25%	73
2024 Q2	$313K	Sell	17,179 -2,000	-10%	-$37.2K	0.29%	68
2024 Q1	$359K	Hold	19,179	–	–	0.32%	64
2023 Q4	$320K	Hold	19,179	–	–	0.31%	66
2023 Q3	$334K	Sell	19,179 -709	-4%	-$12.1K	0.37%	63
2023 Q2	$311K	Sell	19,888 -230	-1%	-$3.51K	0.33%	63
2023 Q1	$312K	Sell	20,118 -28,587	-59%	-$469K	0.36%	59
2022 Q4	$832K	Sell	48,705 -2,413	-5%	-$43.3K	0.98%	29
2022 Q3	$798K	Buy	51,118 +20	+0%	+$327	1.11%	27
2022 Q2	$754K	Buy	+51,098	New	+$829K	1.02%	28

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