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Hochman Cole Investment Advisors’s First Trust Energy AlphaDEX Fund FXN Stock Holding History

Hochman Cole Investment 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
2020
Q3 		– Sell
-45,622
Closed -$300K – 114
2020
Q2 		$300K Sell
45,622
-4,610
-9% -$28.5K 0.17% 88
2020
Q1 		$200K Buy
50,232
+9,449
+23% +$72.3K 0.14% 100
2019
Q4 		$431K Sell
40,783
-5,518
-12% -$53.2K 0.23% 72
2019
Q3 		$454K Sell
46,301
-19,997
-30% -$204K 0.28% 63
2019
Q2 		$761K Hold
66,298
– – 0.45% 49
2019
Q1 		$857K Buy
66,298
+3,572
+6% +$45.9K 0.51% 47
2018
Q4 		$722K Buy
62,726
+11,288
+22% +$165K 0.5% 48
2018
Q3 		$900K Hold
51,438
– – 0.56% 43
2018
Q2 		$870K Buy
51,438
+2,793
+6% +$45.1K 0.57% 45
2018
Q1 		$699K Buy
48,645
+405
+0.8% +$5.97K 0.49% 46
2017
Q4 		$747K Sell
48,240
-7,739
-14% -$112K 0.47% 47
2017
Q3 		$803K Sell
55,979
-1,137
-2% -$15.1K 0.53% 44
2017
Q2 		$760K Buy
57,116
+6,743
+13% +$94.5K 0.53% 44
2017
Q1 		$759K Sell
50,373
-8,617
-15% -$136K 0.55% 42
2016
Q4 		$974K Sell
58,990
-1,545
-3% -$24.3K 0.71% 38
2016
Q3 		$933K Sell
60,535
-172
-0.3% -$2.55K 0.7% 38
2016
Q2 		$905K Sell
60,707
-582
-0.9% -$8.68K 0.74% 37
2016
Q1 		$865K Buy
61,289
+23
+0% +$291 0.74% 37
2015
Q4 		$849K Buy
+61,266
New +$960K 0.72% 38

Other funds holding FXN

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SAM
Secure Asset Management Troy, Michigan $714M AUM 27.91% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Hochman Cole Investment Advisors's FXN Position: Q3 2020 in Review

Hochman Cole Investment Advisors sold out of First Trust Energy AlphaDEX Fund (FXN) in Q3 2020, closing a stake of 45,622 shares — an estimated $300K sold.

Hochman Cole Investment Advisors first reported a position in FXN in Q4 2015 and held it in 19 quarters. The position peaked at $974K in Q4 2016. 65 funds tracked by Wall St. Rank hold FXN as of Q3 2020.

  • Hochman Cole Investment Advisors reported no remaining First Trust Energy AlphaDEX Fund position as of Q3 2020 after selling out during the quarter.
  • Hochman Cole Investment Advisors sold 45,622 First Trust Energy AlphaDEX Fund shares in Q3 2020, an estimated $300K.
  • Hochman Cole Investment Advisors first reported a position in First Trust Energy AlphaDEX Fund in Q4 2015 and held it in 19 quarters.
  • Hochman Cole Investment Advisors's First Trust Energy AlphaDEX Fund position peaked at $974K in Q4 2016.
  • 65 funds tracked by Wall St. Rank held First Trust Energy AlphaDEX Fund as of Q3 2020.

Based on Hochman Cole Investment Advisors's 13F filing for Q3 2020, filed 23 Oct 2020.