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 Q2	–	Sell	-508	Closed	-$11.4K	–	478
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	–	911
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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

VCM

Virtue Capital Management Brentwood, Tennessee $749M AUM 40.13% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

WealthShield Partners's FXN Position: Q2 2026 in Review

WealthShield Partners sold out of First Trust Energy AlphaDEX Fund (FXN) in Q2 2026, closing a stake of 508 shares — an estimated $11.4K sold.

WealthShield Partners first reported a position in FXN in Q4 2017 and held it in 15 quarters. The position peaked at $277K in Q3 2018. 130 funds tracked by Wall St. Rank hold FXN as of Q2 2026.

WealthShield Partners reported no remaining First Trust Energy AlphaDEX Fund position as of Q2 2026 after selling out during the quarter.
WealthShield Partners sold 508 First Trust Energy AlphaDEX Fund shares in Q2 2026, an estimated $11.4K.
WealthShield Partners first reported a position in First Trust Energy AlphaDEX Fund in Q4 2017 and held it in 15 quarters.
WealthShield Partners's First Trust Energy AlphaDEX Fund position peaked at $277K in Q3 2018.
130 funds tracked by Wall St. Rank held First Trust Energy AlphaDEX Fund as of Q2 2026.

Based on WealthShield Partners's 13F filing for Q2 2026, filed 12 Aug 2026.