MBM Wealth Consultants’s First Trust Energy AlphaDEX Fund FXN Stock Holding History

MBM Wealth Consultants’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
2019 Q1	–	Sell	-66,023	Closed	-$760K	–	226
2018 Q4	$760K	Buy	+66,023	New	+$967K	0.74%	37

Other funds holding FXN

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

WAS

Winch Advisory Services Appleton, Wisconsin $438M AUM 17.59% 1-Year Est. Return

MBM Wealth Consultants's FXN Position: Q1 2019 in Review

MBM Wealth Consultants sold out of First Trust Energy AlphaDEX Fund (FXN) in Q1 2019, closing a stake of 66,023 shares — an estimated $760K sold.

MBM Wealth Consultants first reported a position in FXN in Q4 2018 and held it in 1 quarter. The position peaked at $760K in Q4 2018. 73 funds tracked by Wall St. Rank hold FXN as of Q1 2019.

MBM Wealth Consultants reported no remaining First Trust Energy AlphaDEX Fund position as of Q1 2019 after selling out during the quarter.
MBM Wealth Consultants sold 66,023 First Trust Energy AlphaDEX Fund shares in Q1 2019, an estimated $760K.
MBM Wealth Consultants first reported a position in First Trust Energy AlphaDEX Fund in Q4 2018 and held it in 1 quarter.
MBM Wealth Consultants's First Trust Energy AlphaDEX Fund position peaked at $760K in Q4 2018.
73 funds tracked by Wall St. Rank held First Trust Energy AlphaDEX Fund as of Q1 2019.

Based on MBM Wealth Consultants's 13F filing for Q1 2019, filed 25 Apr 2019.