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

Meridian Wealth 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
2019
Q1 		– Sell
-545
Closed -$6K – 229
2018
Q4 		$6K Buy
+545
New +$7.98K ﹤0.01% 422

Other funds holding FXN

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
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
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

Meridian Wealth Advisors's FXN Position: Q1 2019 in Review

Meridian Wealth Advisors sold out of First Trust Energy AlphaDEX Fund (FXN) in Q1 2019, closing a stake of 545 shares — an estimated $6K sold.

Meridian Wealth Advisors first reported a position in FXN in Q4 2018 and held it in 1 quarter. The position peaked at $6K in Q4 2018. 73 funds tracked by Wall St. Rank hold FXN as of Q1 2019.

  • Meridian Wealth Advisors reported no remaining First Trust Energy AlphaDEX Fund position as of Q1 2019 after selling out during the quarter.
  • Meridian Wealth Advisors sold 545 First Trust Energy AlphaDEX Fund shares in Q1 2019, an estimated $6K.
  • Meridian Wealth Advisors first reported a position in First Trust Energy AlphaDEX Fund in Q4 2018 and held it in 1 quarter.
  • Meridian Wealth Advisors's First Trust Energy AlphaDEX Fund position peaked at $6K in Q4 2018.
  • 73 funds tracked by Wall St. Rank held First Trust Energy AlphaDEX Fund as of Q1 2019.

Based on Meridian Wealth Advisors's 13F filing for Q1 2019, filed 7 May 2019.