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Synovus Financial’s First Trust Energy AlphaDEX Fund FXN Stock Holding History

Synovus Financial’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
2013
Q4 		– Sell
-1,200
Closed -$28K – 901
2013
Q3 		$28K Hold
1,200
– – ﹤0.01% 602
2013
Q2 		$26K Buy
+1,200
New +$26.4K ﹤0.01% 605

Other funds holding FXN

FSIM
F-Squared Investment Management Wellesley, Massachusetts $1.55B AUM 4.2% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
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
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
PI
Placemark Investments Chicago, Illinois $5.66B AUM 10.93% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Synovus Financial's FXN Position: Q4 2013 in Review

Synovus Financial sold out of First Trust Energy AlphaDEX Fund (FXN) in Q4 2013, closing a stake of 1,200 shares — an estimated $28K sold.

Synovus Financial first reported a position in FXN in Q2 2013 and held it in 2 quarters. The position peaked at $28K in Q3 2013. 38 funds tracked by Wall St. Rank hold FXN as of Q4 2013.

  • Synovus Financial reported no remaining First Trust Energy AlphaDEX Fund position as of Q4 2013 after selling out during the quarter.
  • Synovus Financial sold 1,200 First Trust Energy AlphaDEX Fund shares in Q4 2013, an estimated $28K.
  • Synovus Financial first reported a position in First Trust Energy AlphaDEX Fund in Q2 2013 and held it in 2 quarters.
  • Synovus Financial's First Trust Energy AlphaDEX Fund position peaked at $28K in Q3 2013.
  • 38 funds tracked by Wall St. Rank held First Trust Energy AlphaDEX Fund as of Q4 2013.

Based on Synovus Financial's 13F filing for Q4 2013, filed 10 Feb 2014.