Kraft Davis & Associates’s First Trust Energy AlphaDEX Fund FXN Stock Holding History

Kraft Davis & Associates’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
2022 Q4	$328K	Buy	+19,465	New	+$349K	0.13%	70

Other funds holding FXN

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

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

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

RJFSA

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

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

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

Kraft Davis & Associates's FXN Position: Q4 2022 in Review

Kraft Davis & Associates opened a new position in First Trust Energy AlphaDEX Fund (FXN) in Q4 2022: 19,465 shares worth $328K. The stake represents 0.13% of the portfolio and ranks #70 among its holdings.

189 funds tracked by Wall St. Rank hold FXN as of Q4 2022.

Kraft Davis & Associates held 19,465 shares of First Trust Energy AlphaDEX Fund worth $328K as of Q4 2022.
First Trust Energy AlphaDEX Fund was a new Kraft Davis & Associates position in Q4 2022.
First Trust Energy AlphaDEX Fund made up 0.13% of Kraft Davis & Associates's portfolio in Q4 2022, its #70 holding.
189 funds tracked by Wall St. Rank held First Trust Energy AlphaDEX Fund as of Q4 2022.

Based on Kraft Davis & Associates's 13F filing for Q4 2022, filed 15 Feb 2023.