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Redhawk Wealth Advisors’s First Trust Energy AlphaDEX Fund FXN Stock Holding History

Redhawk Wealth 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
2021
Q3 		– Sell
-843,742
Closed -$9.63M – 231
2021
Q2 		$9.63M Buy
+843,742
New +$8.98M 2.15% 6

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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
VCM
Virtue Capital Management Brentwood, Tennessee $657M AUM 24.18% 1-Year Est. Return
SAM
Synergy Asset Management Vancouver, Washington $942M AUM 24.44% 1-Year Est. Return

Redhawk Wealth Advisors's FXN Position: Q3 2021 in Review

Redhawk Wealth Advisors sold out of First Trust Energy AlphaDEX Fund (FXN) in Q3 2021, closing a stake of 843,742 shares — an estimated $9.63M sold.

Redhawk Wealth Advisors first reported a position in FXN in Q2 2021 and held it in 1 quarter. The position peaked at $9.63M in Q2 2021. 99 funds tracked by Wall St. Rank hold FXN as of Q3 2021.

  • Redhawk Wealth Advisors reported no remaining First Trust Energy AlphaDEX Fund position as of Q3 2021 after selling out during the quarter.
  • Redhawk Wealth Advisors sold 843,742 First Trust Energy AlphaDEX Fund shares in Q3 2021, an estimated $9.63M.
  • Redhawk Wealth Advisors first reported a position in First Trust Energy AlphaDEX Fund in Q2 2021 and held it in 1 quarter.
  • Redhawk Wealth Advisors's First Trust Energy AlphaDEX Fund position peaked at $9.63M in Q2 2021.
  • 99 funds tracked by Wall St. Rank held First Trust Energy AlphaDEX Fund as of Q3 2021.

Based on Redhawk Wealth Advisors's 13F filing for Q3 2021, filed 2 Nov 2021.