KIG
FXN icon

Kessler Investment Group’s First Trust Energy AlphaDEX Fund FXN Stock Holding History

Kessler Investment Group’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
2014
Q1 		– Sell
-94
Closed -$2K – 100
2013
Q4 		$2K Hold
94
– – ﹤0.01% 99
2013
Q3 		$2K Hold
94
– – 0.01% 148
2013
Q2 		$2K Buy
+94
New +$2.06K 0.01% 72

Other funds holding FXN

FSIM
F-Squared Investment Management Wellesley, Massachusetts $1.55B AUM 4.2% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PI
Placemark Investments Chicago, Illinois $5.66B AUM 10.93% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Kessler Investment Group's FXN Position: Q1 2014 in Review

Kessler Investment Group sold out of First Trust Energy AlphaDEX Fund (FXN) in Q1 2014, closing a stake of 94 shares — an estimated $2K sold.

Kessler Investment Group first reported a position in FXN in Q2 2013 and held it in 3 quarters. The position peaked at $2K in Q4 2013. 46 funds tracked by Wall St. Rank hold FXN as of Q1 2014.

  • Kessler Investment Group reported no remaining First Trust Energy AlphaDEX Fund position as of Q1 2014 after selling out during the quarter.
  • Kessler Investment Group sold 94 First Trust Energy AlphaDEX Fund shares in Q1 2014, an estimated $2K.
  • Kessler Investment Group first reported a position in First Trust Energy AlphaDEX Fund in Q2 2013 and held it in 3 quarters.
  • Kessler Investment Group's First Trust Energy AlphaDEX Fund position peaked at $2K in Q4 2013.
  • 46 funds tracked by Wall St. Rank held First Trust Energy AlphaDEX Fund as of Q1 2014.

Based on Kessler Investment Group's 13F filing for Q1 2014, filed 10 Apr 2014.