Prosperity Financial Group’s First Trust Energy AlphaDEX Fund FXN Stock Holding History

Prosperity Financial Group’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
2026 Q1	$224K	Buy	+9,991	New	+$194K	0.08%	170
2025 Q3	–	Sell	-11,867	Closed	-$180K	–	187
2025 Q2	$180K	Buy	11,867 +71	+0.6%	+$1.05K	0.08%	160
2025 Q1	$195K	Sell	11,796 -4,261	-27%	-$71.3K	0.1%	154
2024 Q4	$262K	Buy	16,057 +83	+0.5%	+$1.39K	0.13%	130
2024 Q3	$259K	Buy	15,974 +142	+0.9%	+$2.45K	0.15%	122
2024 Q2	$288K	Sell	15,832 -675	-4%	-$12.5K	0.18%	107
2024 Q1	$309K	Buy	16,507 +3,017	+22%	+$51K	0.19%	104
2023 Q4	$225K	Sell	13,490 -1,389	-9%	-$23.6K	0.16%	113
2023 Q3	$259K	Sell	14,879 -172,561	-92%	-$2.95M	0.21%	90
2023 Q2	$2.93M	Sell	187,440 -93	-0%	-$1.42K	2.58%	7
2023 Q1	$2.91M	Sell	187,533 -318,398	-63%	-$5.22M	2.95%	8
2022 Q4	$8.65M	Buy	+505,931	New	+$9.07M	9.33%	1

Other funds holding FXN

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Nilsine Partners Greenwood Village, Colorado $1.28B AUM 27.63% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return