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FXN icon

SignatureFD’s First Trust Energy AlphaDEX Fund FXN Stock Holding History

SignatureFD’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
-9,000
Closed -$103K – 3099
2021
Q2 		$103K Sell
9,000
-805
-8% -$8.57K ﹤0.01% 940
2021
Q1 		$99K Buy
+9,805
New +$93.9K ﹤0.01% 882
2019
Q4 		– Sell
-4
Closed – – 2210
2019
Q3 		$0 Hold
4
– – ﹤0.01% 2130
2019
Q2 		$0 Hold
4
– – ﹤0.01% 2078
2019
Q1 		$0 Hold
4
– – ﹤0.01% 2004
2018
Q4 		$0 Sell
4
-658
-99% -$9.64K ﹤0.01% 1987
2018
Q3 		$12K Sell
662
-166
-20% -$2.81K ﹤0.01% 1332
2018
Q2 		$14K Buy
+828
New +$13.4K ﹤0.01% 1284

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 $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B 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