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Kingsview Wealth Management’s First Trust Energy AlphaDEX Fund FXN Stock Holding History

Kingsview 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
2020
Q3 		– Sell
-10,450
Closed -$69K – 667
2020
Q2 		$69K Buy
+10,450
New +$64.5K 0.01% 560
2019
Q2 		– Sell
-15,506
Closed -$200K – 479
2019
Q1 		$200K Sell
15,506
-1,820
-11% -$23.4K 0.03% 430
2018
Q4 		$199K Sell
17,326
-48,129
-74% -$705K 0.04% 338
2018
Q3 		$1.15M Buy
65,455
+4,603
+8% +$77.8K 0.23% 131
2018
Q2 		$1.03M Buy
60,852
+33,830
+125% +$547K 0.25% 122
2018
Q1 		$388K Buy
+27,022
New +$398K 0.1% 230

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UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SAM
Secure Asset Management Troy, Michigan $711M AUM 27.91% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return