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

WealthShield’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
2017
Q4 		$8K Buy
+508
New +$7.36K ﹤0.01% 196

Other funds holding FXN

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 1-Year Est. Return

WealthShield's FXN Position: Q4 2017 in Review

WealthShield opened a new position in First Trust Energy AlphaDEX Fund (FXN) in Q4 2017: 508 shares worth $8K. The stake represents ﹤0.01% of the portfolio and ranks #196 among its holdings.

79 funds tracked by Wall St. Rank hold FXN as of Q4 2017.

  • WealthShield held 508 shares of First Trust Energy AlphaDEX Fund worth $8K as of Q4 2017.
  • First Trust Energy AlphaDEX Fund was a new WealthShield position in Q4 2017.
  • First Trust Energy AlphaDEX Fund made up ﹤0.01% of WealthShield's portfolio in Q4 2017, its #196 holding.
  • 79 funds tracked by Wall St. Rank held First Trust Energy AlphaDEX Fund as of Q4 2017.

Based on WealthShield's 13F filing for Q4 2017, filed 14 Feb 2018.