HGERS
FXN icon

Householder Group Estate & Retirement Specialist’s First Trust Energy AlphaDEX Fund FXN Stock Holding History

Householder Group Estate & Retirement Specialist’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
2024
Q1 		– Sell
-60
Closed -$1K – 1288
2023
Q4 		$1K Buy
+60
New +$1.02K ﹤0.01% 1061

Other funds holding FXN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GAA
Global Assets Advisory Orlando, Florida $458M AUM 29.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's FXN Position: Q1 2024 in Review

Householder Group Estate & Retirement Specialist sold out of First Trust Energy AlphaDEX Fund (FXN) in Q1 2024, closing a stake of 60 shares — an estimated $1K sold.

Householder Group Estate & Retirement Specialist first reported a position in FXN in Q4 2023 and held it in 1 quarter. The position peaked at $1K in Q4 2023. 146 funds tracked by Wall St. Rank hold FXN as of Q1 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining First Trust Energy AlphaDEX Fund position as of Q1 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 60 First Trust Energy AlphaDEX Fund shares in Q1 2024, an estimated $1K.
  • Householder Group Estate & Retirement Specialist first reported a position in First Trust Energy AlphaDEX Fund in Q4 2023 and held it in 1 quarter.
  • Householder Group Estate & Retirement Specialist's First Trust Energy AlphaDEX Fund position peaked at $1K in Q4 2023.
  • 146 funds tracked by Wall St. Rank held First Trust Energy AlphaDEX Fund as of Q1 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q1 2024, filed 3 May 2024.