PWM
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Prosperity Wealth Management’s First Trust Energy AlphaDEX Fund FXN Stock Holding History

Prosperity Wealth 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
2023
Q1 		– Sell
-13,834
Closed -$236K – 142
2022
Q4 		$236K Buy
+13,834
New +$248K 0.22% 97

Other funds holding FXN

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $75.1B AUM 31.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
GLA
Good Life Advisors Reading, Pennsylvania $1.6B AUM 15.83% 1-Year Est. Return

Prosperity Wealth Management's FXN Position: Q1 2023 in Review

Prosperity Wealth Management sold out of First Trust Energy AlphaDEX Fund (FXN) in Q1 2023, closing a stake of 13,834 shares — an estimated $236K sold.

Prosperity Wealth Management first reported a position in FXN in Q4 2022 and held it in 1 quarter. The position peaked at $236K in Q4 2022. 167 funds tracked by Wall St. Rank hold FXN as of Q1 2023.

  • Prosperity Wealth Management reported no remaining First Trust Energy AlphaDEX Fund position as of Q1 2023 after selling out during the quarter.
  • Prosperity Wealth Management sold 13,834 First Trust Energy AlphaDEX Fund shares in Q1 2023, an estimated $236K.
  • Prosperity Wealth Management first reported a position in First Trust Energy AlphaDEX Fund in Q4 2022 and held it in 1 quarter.
  • Prosperity Wealth Management's First Trust Energy AlphaDEX Fund position peaked at $236K in Q4 2022.
  • 167 funds tracked by Wall St. Rank held First Trust Energy AlphaDEX Fund as of Q1 2023.

Based on Prosperity Wealth Management's 13F filing for Q1 2023, filed 12 Sep 2023.