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Pinnacle Family Advisors’s First Trust Energy AlphaDEX Fund FXN Stock Holding History

Pinnacle Family 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
2024
Q3 		– Sell
-12,467
Closed -$227K – 118
2024
Q2 		$227K Sell
12,467
-979
-7% -$18.2K 0.13% 100
2024
Q1 		$252K Buy
13,446
+937
+7% +$15.8K 0.13% 83
2023
Q4 		$209K Sell
12,509
-403
-3% -$6.86K 0.12% 92
2023
Q3 		$225K Buy
+12,912
New +$221K 0.13% 83
2023
Q2 		– Sell
-32,439
Closed -$503K – 106
2023
Q1 		$503K Buy
32,439
+1,593
+5% +$26.1K 0.31% 60
2022
Q4 		$527K Buy
30,846
+5,702
+23% +$102K 0.38% 51
2022
Q3 		$392K Buy
25,144
+187
+0.7% +$3.06K 0.34% 47
2022
Q2 		$368K Buy
24,957
+6,601
+36% +$107K 0.3% 62
2022
Q1 		$292K Buy
18,356
+215
+1% +$3.04K 0.16% 96
2021
Q4 		$216K Buy
+18,141
New +$224K 0.1% 102

Other funds holding FXN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
AC
Avestar Capital New York $1.46B AUM 31.38% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return