MSWA
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Marshall & Sterling Wealth Advisors’s First Trust Energy AlphaDEX Fund FXN Stock Holding History

Marshall & Sterling Wealth Advisors’s Portfolio FXN Stock Details FXN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$6.6K Sell
437
-93,693
-100% -$1.42M ﹤0.01% 431
2025
Q1 		$1.56M Sell
94,130
-2,380
-2% -$39.3K 1.06% 28
2024
Q4 		$1.58M Buy
+96,510
New +$1.58M 1.09% 28