Hudock Inc’s First Trust Energy AlphaDEX Fund FXN Stock Holding History

Hudock Inc’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
2021 Q4	–	Sell	-500	Closed	-$5K	–	794
2021 Q3	$5K	Buy	+500	New	+$5.29K	﹤0.01%	639
2017 Q1	–	Sell	-140	Closed	-$2K	–	568
2016 Q4	$2K	Hold	140	–	–	﹤0.01%	506
2016 Q3	$2K	Sell	140 -57,960	-100%	-$859K	﹤0.01%	511
2016 Q2	$865K	Buy	58,100 +20,571	+55%	+$307K	0.47%	35
2016 Q1	$529K	Buy	+37,529	New	+$475K	0.29%	50

Other funds holding FXN

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

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

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Hudock Inc's FXN Position: Q4 2021 in Review

Hudock Inc sold out of First Trust Energy AlphaDEX Fund (FXN) in Q4 2021, closing a stake of 500 shares — an estimated $5K sold.

Hudock Inc first reported a position in FXN in Q1 2016 and held it in 5 quarters. The position peaked at $865K in Q2 2016. 134 funds tracked by Wall St. Rank hold FXN as of Q4 2021.

Hudock Inc reported no remaining First Trust Energy AlphaDEX Fund position as of Q4 2021 after selling out during the quarter.
Hudock Inc sold 500 First Trust Energy AlphaDEX Fund shares in Q4 2021, an estimated $5K.
Hudock Inc first reported a position in First Trust Energy AlphaDEX Fund in Q1 2016 and held it in 5 quarters.
Hudock Inc's First Trust Energy AlphaDEX Fund position peaked at $865K in Q2 2016.
134 funds tracked by Wall St. Rank held First Trust Energy AlphaDEX Fund as of Q4 2021.

Based on Hudock Inc's 13F filing for Q4 2021, filed 19 Jan 2022.