MCC
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Money Concepts Capital’s First Trust Energy AlphaDEX Fund FXN Stock Holding History

Money Concepts Capital’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
-9,511
Closed -$163K – 1417
2022
Q4 		$163K Sell
9,511
-536
-5% -$9.61K 0.01% 777
2022
Q3 		$157K Buy
10,047
+7,395
+279% +$121K 0.01% 472
2022
Q2 		$39K Sell
2,652
-3,093
-54% -$50.2K ﹤0.01% 747
2022
Q1 		$92K Buy
5,745
+4,395
+326% +$62.1K 0.01% 1022
2021
Q4 		$16K Buy
+1,350
New +$16.7K ﹤0.01% 656
2021
Q1 		$93K Sell
9,192
-138
-1% -$1.32K 0.01% 527
2020
Q4 		$74K Buy
+9,330
New +$64K 0.01% 488

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