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LexAurum Advisors’s First Trust Energy AlphaDEX Fund FXN Stock Holding History

LexAurum Advisors’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
2018
Q1 		– Sell
-71,509
Closed -$1.17M – 151
2017
Q4 		$1.17M Buy
+71,509
New +$1.04M 1.09% 24

Other funds holding FXN

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SAM
Shamrock Asset Management Dallas, Texas $128M AUM 2.65% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LexAurum Advisors's FXN Position: Q1 2018 in Review

LexAurum Advisors sold out of First Trust Energy AlphaDEX Fund (FXN) in Q1 2018, closing a stake of 71,509 shares — an estimated $1.17M sold.

LexAurum Advisors first reported a position in FXN in Q4 2017 and held it in 1 quarter. The position peaked at $1.17M in Q4 2017. 78 funds tracked by Wall St. Rank hold FXN as of Q1 2018.

  • LexAurum Advisors reported no remaining First Trust Energy AlphaDEX Fund position as of Q1 2018 after selling out during the quarter.
  • LexAurum Advisors sold 71,509 First Trust Energy AlphaDEX Fund shares in Q1 2018, an estimated $1.17M.
  • LexAurum Advisors first reported a position in First Trust Energy AlphaDEX Fund in Q4 2017 and held it in 1 quarter.
  • LexAurum Advisors's First Trust Energy AlphaDEX Fund position peaked at $1.17M in Q4 2017.
  • 78 funds tracked by Wall St. Rank held First Trust Energy AlphaDEX Fund as of Q1 2018.

Based on LexAurum Advisors's 13F filing for Q1 2018, filed 7 May 2018.