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

WealthShield 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
2026 Q1	$11.4K	Hold	508	–	–	﹤0.01%	530
2025 Q4	$8.37K	Hold	508	–	–	﹤0.01%	515
2025 Q3	$8.28K	Hold	508	–	–	﹤0.01%	510
2025 Q2	$7.71K	Hold	508	–	–	﹤0.01%	501
2025 Q1	$8.39K	Buy	+508	New	+$8.49K	﹤0.01%	485
2024 Q2	–	Sell	-508	Closed	-$9.52K	–	474
2024 Q1	$9.52K	Buy	+508	New	+$8.58K	﹤0.01%	424
2021 Q2	–	Sell	-508	Closed	-$5K	–	912
2021 Q1	$5K	Buy	+508	New	+$4.87K	﹤0.01%	956
2020 Q4	–	Sell	-508	Closed	-$3K	–	323
2020 Q3	$3K	Buy	+508	New	+$3.31K	﹤0.01%	372
2019 Q3	–	Sell	-508	Closed	-$6K	–	264
2019 Q2	$6K	Hold	508	–	–	﹤0.01%	212
2019 Q1	$7K	Hold	508	–	–	﹤0.01%	239
2018 Q4	$6K	Sell	508 -15,343	-97%	-$225K	﹤0.01%	210
2018 Q3	$277K	Buy	15,851 +15,343	+3,020%	+$259K	0.16%	100
2018 Q2	$9K	Hold	508	–	–	0.01%	203
2018 Q1	$7K	Hold	508	–	–	﹤0.01%	202
2017 Q4	$8K	Buy	+508	New	+$7.36K	﹤0.01%	196

Other funds holding FXN

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Nilsine Partners Greenwood Village, Colorado $1.28B AUM 27.63% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return