Total Clarity Wealth Management’s First Trust Energy AlphaDEX Fund FXN Stock Holding History

Total Clarity Wealth Management’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 Q3	–	Sell	-4,460	Closed	-$66K	–	495
2022 Q2	$66K	Buy	+4,460	New	+$72.3K	0.03%	372
2022 Q1	–	Sell	-2,626	Closed	-$31K	–	465
2021 Q4	$31K	Sell	2,626 -52,419	-95%	-$648K	0.01%	481
2021 Q3	$632K	Sell	55,045 -2,603	-5%	-$27.5K	0.3%	87
2021 Q2	$658K	Buy	57,648 +52,983	+1,136%	+$564K	0.37%	83
2021 Q1	$47K	Buy	+4,665	New	+$44.7K	0.03%	345

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

RJFSA

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

LPL Financial San Diego, California $445B AUM 25.58% 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

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

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Total Clarity Wealth Management's FXN Position: Q3 2022 in Review

Total Clarity Wealth Management sold out of First Trust Energy AlphaDEX Fund (FXN) in Q3 2022, closing a stake of 4,460 shares — an estimated $66K sold.

Total Clarity Wealth Management first reported a position in FXN in Q1 2021 and held it in 5 quarters. The position peaked at $658K in Q2 2021. 166 funds tracked by Wall St. Rank hold FXN as of Q3 2022.

Total Clarity Wealth Management reported no remaining First Trust Energy AlphaDEX Fund position as of Q3 2022 after selling out during the quarter.
Total Clarity Wealth Management sold 4,460 First Trust Energy AlphaDEX Fund shares in Q3 2022, an estimated $66K.
Total Clarity Wealth Management first reported a position in First Trust Energy AlphaDEX Fund in Q1 2021 and held it in 5 quarters.
Total Clarity Wealth Management's First Trust Energy AlphaDEX Fund position peaked at $658K in Q2 2021.
166 funds tracked by Wall St. Rank held First Trust Energy AlphaDEX Fund as of Q3 2022.

Based on Total Clarity Wealth Management's 13F filing for Q3 2022, filed 4 Nov 2022.