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Strategic Capital Alternatives’s First Trust Energy AlphaDEX Fund FXN Stock Holding History

Strategic Capital Alternatives’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
2014
Q4 		– Sell
-459
Closed -$12K – 180
2014
Q3 		$12K Buy
+459
New +$12.9K ﹤0.01% 383

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AIM
Astor Investment Management Chicago, Illinois $185M AUM 8.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
SAM
SignalPoint Asset Management Springfield, Missouri $411M AUM 23.81% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
IAS
IMA Advisory Services Denver, Colorado $1.6B AUM 29.08% 1-Year Est. Return

Strategic Capital Alternatives's FXN Position: Q4 2014 in Review

Strategic Capital Alternatives sold out of First Trust Energy AlphaDEX Fund (FXN) in Q4 2014, closing a stake of 459 shares — an estimated $12K sold.

Strategic Capital Alternatives first reported a position in FXN in Q3 2014 and held it in 1 quarter. The position peaked at $12K in Q3 2014. 59 funds tracked by Wall St. Rank hold FXN as of Q4 2014.

  • Strategic Capital Alternatives reported no remaining First Trust Energy AlphaDEX Fund position as of Q4 2014 after selling out during the quarter.
  • Strategic Capital Alternatives sold 459 First Trust Energy AlphaDEX Fund shares in Q4 2014, an estimated $12K.
  • Strategic Capital Alternatives first reported a position in First Trust Energy AlphaDEX Fund in Q3 2014 and held it in 1 quarter.
  • Strategic Capital Alternatives's First Trust Energy AlphaDEX Fund position peaked at $12K in Q3 2014.
  • 59 funds tracked by Wall St. Rank held First Trust Energy AlphaDEX Fund as of Q4 2014.

Based on Strategic Capital Alternatives's 13F filing for Q4 2014, filed 18 Feb 2015.