J. Arnold Wealth Management’s First Trust Energy AlphaDEX Fund FXN Stock Holding History

J. Arnold Wealth Management’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
2023 Q3	–	Sell	-3,384	Closed	-$52.9K	–	31
2023 Q2	$52.9K	Buy	3,384 +212	+7%	+$3.23K	0.02%	16
2023 Q1	$49.2K	Sell	3,172 -1,282	-29%	-$21K	0.02%	38
2022 Q4	$76.1K	Sell	4,454 -8,619	-66%	-$155K	0.04%	52
2022 Q3	$204K	Buy	+13,073	New	+$214K	0.11%	28
2021 Q3	–	Sell	-2,500	Closed	-$29K	–	76
2021 Q2	$29K	Hold	2,500	–	–	0.01%	73
2021 Q1	$25K	Buy	+2,500	New	+$24K	0.01%	68
2020 Q1	–	Sell	-5,046	Closed	-$53K	–	53
2019 Q4	$53K	Buy	+5,046	New	+$48.6K	0.07%	68

Other funds holding FXN

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return