Sage Private Wealth Group’s First Trust Energy AlphaDEX Fund FXN Stock Holding History

Sage Private Wealth 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
2022 Q4	–	Sell	-666	Closed	-$10K	–	95
2022 Q3	$10K	Buy	666 +4	+0.6%	+$65	0.01%	148
2022 Q2	$10K	Buy	662 +6	+0.9%	+$97	0.01%	140
2022 Q1	$10K	Buy	656 +2	+0.3%	+$28	0.01%	144
2021 Q4	$7K	Buy	654 +3	+0.5%	+$37	0.01%	152
2021 Q3	$7K	Buy	651 +2	+0.3%	+$21	0.01%	153
2021 Q2	$7K	Hold	649	–	–	0.01%	144
2021 Q1	$7K	Hold	649	–	–	0.01%	149
2020 Q4	$5K	Buy	+649	New	+$4.45K	0.01%	145

Other funds holding FXN

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

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

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

RJA

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Sage Private Wealth Group's FXN Position: Q4 2022 in Review

Sage Private Wealth Group sold out of First Trust Energy AlphaDEX Fund (FXN) in Q4 2022, closing a stake of 666 shares — an estimated $10K sold.

Sage Private Wealth Group first reported a position in FXN in Q4 2020 and held it in 8 quarters. The position peaked at $10K in Q3 2022. 189 funds tracked by Wall St. Rank hold FXN as of Q4 2022.

Sage Private Wealth Group reported no remaining First Trust Energy AlphaDEX Fund position as of Q4 2022 after selling out during the quarter.
Sage Private Wealth Group sold 666 First Trust Energy AlphaDEX Fund shares in Q4 2022, an estimated $10K.
Sage Private Wealth Group first reported a position in First Trust Energy AlphaDEX Fund in Q4 2020 and held it in 8 quarters.
Sage Private Wealth Group's First Trust Energy AlphaDEX Fund position peaked at $10K in Q3 2022.
189 funds tracked by Wall St. Rank held First Trust Energy AlphaDEX Fund as of Q4 2022.

Based on Sage Private Wealth Group's 13F filing for Q4 2022, filed 29 Jan 2025.