Plante Moran Financial Advisors’s First Trust Energy AlphaDEX Fund FXN Stock Holding History

Plante Moran Financial 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
2017 Q4	–	Sell	-450	Closed	-$6K	–	891
2017 Q3	$6K	Buy	+450	New	+$5.98K	﹤0.01%	626
2017 Q1	–	Sell	-5,990	Closed	-$99K	–	925
2016 Q4	$99K	Buy	+5,990	New	+$94.1K	0.06%	216

Other funds holding FXN

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

BFA

Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return

IWM

IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 1-Year Est. Return

Plante Moran Financial Advisors's FXN Position: Q4 2017 in Review

Plante Moran Financial Advisors sold out of First Trust Energy AlphaDEX Fund (FXN) in Q4 2017, closing a stake of 450 shares — an estimated $6K sold.

Plante Moran Financial Advisors first reported a position in FXN in Q4 2016 and held it in 2 quarters. The position peaked at $99K in Q4 2016. 79 funds tracked by Wall St. Rank hold FXN as of Q4 2017.

Plante Moran Financial Advisors reported no remaining First Trust Energy AlphaDEX Fund position as of Q4 2017 after selling out during the quarter.
Plante Moran Financial Advisors sold 450 First Trust Energy AlphaDEX Fund shares in Q4 2017, an estimated $6K.
Plante Moran Financial Advisors first reported a position in First Trust Energy AlphaDEX Fund in Q4 2016 and held it in 2 quarters.
Plante Moran Financial Advisors's First Trust Energy AlphaDEX Fund position peaked at $99K in Q4 2016.
79 funds tracked by Wall St. Rank held First Trust Energy AlphaDEX Fund as of Q4 2017.

Based on Plante Moran Financial Advisors's 13F filing for Q4 2017, filed 1 Feb 2018.