Leelyn Smith’s First Trust Energy AlphaDEX Fund FXN Stock Holding History

Leelyn Smith’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 Q1	–	Sell	-34,934	Closed	-$597K	–	229
2022 Q4	$597K	Buy	34,934 +4,361	+14%	+$78.2K	0.16%	85
2022 Q3	$477K	Buy	30,573 +516	+2%	+$8.43K	0.16%	82
2022 Q2	$444K	Sell	30,057 -9,137	-23%	-$148K	0.12%	95
2022 Q1	$624K	Buy	39,194 +1,142	+3%	+$16.1K	0.16%	88
2021 Q4	$454K	Buy	+38,052	New	+$471K	0.12%	94

Other funds holding FXN

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

RJA

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

RJFSA

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

GLA

Good Life Advisors Reading, Pennsylvania $1.6B AUM 15.83% 1-Year Est. Return

Leelyn Smith's FXN Position: Q1 2023 in Review

Leelyn Smith sold out of First Trust Energy AlphaDEX Fund (FXN) in Q1 2023, closing a stake of 34,934 shares — an estimated $597K sold.

Leelyn Smith first reported a position in FXN in Q4 2021 and held it in 5 quarters. The position peaked at $624K in Q1 2022. 166 funds tracked by Wall St. Rank hold FXN as of Q1 2023.

Leelyn Smith reported no remaining First Trust Energy AlphaDEX Fund position as of Q1 2023 after selling out during the quarter.
Leelyn Smith sold 34,934 First Trust Energy AlphaDEX Fund shares in Q1 2023, an estimated $597K.
Leelyn Smith first reported a position in First Trust Energy AlphaDEX Fund in Q4 2021 and held it in 5 quarters.
Leelyn Smith's First Trust Energy AlphaDEX Fund position peaked at $624K in Q1 2022.
166 funds tracked by Wall St. Rank held First Trust Energy AlphaDEX Fund as of Q1 2023.

Based on Leelyn Smith's 13F filing for Q1 2023, filed 12 May 2023.