TCWM
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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
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 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
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
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return