MOS
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MGO One Seven’s First Trust Energy AlphaDEX Fund FXN Stock Holding History

MGO One Seven’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
-27,868
Closed -$476K – 880
2022
Q4 		$476K Sell
27,868
-2,991
-10% -$53.6K 0.05% 405
2022
Q3 		$481 Sell
30,859
-717
-2% -$11.7K 0.02% 394
2022
Q2 		$466K Sell
31,576
-379
-1% -$6.15K 0.06% 337
2022
Q1 		$509K Buy
+31,955
New +$452K 0.05% 361
2020
Q3 		– Sell
-70,645
Closed -$464K – 477
2020
Q2 		$464K Buy
+70,645
New +$436K 0.12% 233
2019
Q1 		– Sell
-222
Closed -$2K – 861
2018
Q4 		$2K Buy
+222
New +$3.25K ﹤0.01% 1562
2018
Q1 		$2K Sell
172
-585
-77% -$8.62K ﹤0.01% 1533
2017
Q4 		$12K Buy
+757
New +$11K 0.01% 1020

Other funds holding FXN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $75B AUM 31.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
GLA
Good Life Advisors Reading, Pennsylvania $1.6B AUM 15.83% 1-Year Est. Return