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Monument Capital Management’s First Trust Energy AlphaDEX Fund FXN Stock Holding History

Monument Capital Management’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
2024
Q1 		– Sell
-32,677
Closed -$545K – 190
2023
Q4 		$545K Buy
32,677
+4,057
+14% +$69.1K 0.18% 106
2023
Q3 		$499K Buy
+28,620
New +$489K 0.17% 103

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 $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GAA
Global Assets Advisory Orlando, Florida $349M AUM 24.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Monument Capital Management's FXN Position: Q1 2024 in Review

Monument Capital Management sold out of First Trust Energy AlphaDEX Fund (FXN) in Q1 2024, closing a stake of 32,677 shares — an estimated $545K sold.

Monument Capital Management first reported a position in FXN in Q3 2023 and held it in 2 quarters. The position peaked at $545K in Q4 2023. 146 funds tracked by Wall St. Rank hold FXN as of Q1 2024.

  • Monument Capital Management reported no remaining First Trust Energy AlphaDEX Fund position as of Q1 2024 after selling out during the quarter.
  • Monument Capital Management sold 32,677 First Trust Energy AlphaDEX Fund shares in Q1 2024, an estimated $545K.
  • Monument Capital Management first reported a position in First Trust Energy AlphaDEX Fund in Q3 2023 and held it in 2 quarters.
  • Monument Capital Management's First Trust Energy AlphaDEX Fund position peaked at $545K in Q4 2023.
  • 146 funds tracked by Wall St. Rank held First Trust Energy AlphaDEX Fund as of Q1 2024.

Based on Monument Capital Management's 13F filing for Q1 2024, filed 19 Apr 2024.