Wealthcare Advisory Partners’s First Trust Energy AlphaDEX Fund FXN Stock Holding History

Wealthcare Advisory Partners’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
2023 Q1	–	Sell	-42,448	Closed	-$725K	–	711
2022 Q4	$725K	Buy	42,448 +13,591	+47%	+$244K	0.03%	333
2022 Q3	$450K	Buy	+28,857	New	+$471K	0.03%	389
2020 Q2	–	Sell	-1,461	Closed	-$6K	–	723
2020 Q1	$6K	Buy	+1,461	New	+$11.2K	﹤0.01%	1050
2018 Q3	–	Sell	-311	Closed	-$5K	–	1256
2018 Q2	$5K	Buy	+311	New	+$5.03K	﹤0.01%	979

Other funds holding FXN

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

RJFSA

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

GLA

Good Life Advisors Reading, Pennsylvania $1.6B AUM 15.83% 1-Year Est. Return

Wealthcare Advisory Partners's FXN Position: Q1 2023 in Review

Wealthcare Advisory Partners sold out of First Trust Energy AlphaDEX Fund (FXN) in Q1 2023, closing a stake of 42,448 shares — an estimated $725K sold.

Wealthcare Advisory Partners first reported a position in FXN in Q2 2018 and held it in 4 quarters. The position peaked at $725K in Q4 2022. 167 funds tracked by Wall St. Rank hold FXN as of Q1 2023.

Wealthcare Advisory Partners reported no remaining First Trust Energy AlphaDEX Fund position as of Q1 2023 after selling out during the quarter.
Wealthcare Advisory Partners sold 42,448 First Trust Energy AlphaDEX Fund shares in Q1 2023, an estimated $725K.
Wealthcare Advisory Partners first reported a position in First Trust Energy AlphaDEX Fund in Q2 2018 and held it in 4 quarters.
Wealthcare Advisory Partners's First Trust Energy AlphaDEX Fund position peaked at $725K in Q4 2022.
167 funds tracked by Wall St. Rank held First Trust Energy AlphaDEX Fund as of Q1 2023.

Based on Wealthcare Advisory Partners's 13F filing for Q1 2023, filed 4 May 2023.