IAS
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Insigneo Advisory Services’s First Trust Energy AlphaDEX Fund FXN Stock Holding History

Insigneo Advisory Services’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
Q4 		– Sell
-13,700
Closed -$222K – 650
2024
Q3 		$222K Hold
13,700
– – 0.02% 530
2024
Q2 		$226K Sell
13,700
-3,000
-18% -$55.7K 0.03% 476
2024
Q1 		$313K Sell
16,700
-5,726
-26% -$96.8K 0.04% 371
2023
Q4 		$374K Hold
22,426
– – 0.05% 290
2023
Q3 		$391K Sell
22,426
-339
-1% -$5.8K 0.08% 232
2023
Q2 		$356K Buy
22,765
+9,065
+66% +$138K 0.07% 249
2023
Q1 		$213K Hold
13,700
– – 0.07% 255
2022
Q4 		$234K Buy
+13,700
New +$246K 0.09% 225

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