Webster Bank’s First Trust Energy AlphaDEX Fund FXN Stock Holding History

Webster Bank’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 Q1	–	Sell	-67	Closed	-$1K	–	541
2021 Q4	$1K	Hold	67	–	–	﹤0.01%	534
2021 Q3	$1K	Hold	67	–	–	﹤0.01%	528
2021 Q2	$1K	Hold	67	–	–	﹤0.01%	514
2021 Q1	$1K	Hold	67	–	–	﹤0.01%	532
2020 Q4	$1K	Hold	67	–	–	﹤0.01%	524
2020 Q3	$0	Hold	67	–	–	﹤0.01%	519
2020 Q2	$0	Buy	+67	New	+$413	﹤0.01%	517
2017 Q2	–	Sell	-5,494	Closed	-$83K	–	556
2017 Q1	$83K	Hold	5,494	–	–	0.01%	308
2016 Q4	$91K	Buy	+5,494	New	+$86.3K	0.01%	278

Other funds holding FXN

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

RJFSA

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

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

LPL Financial San Diego, California $445B AUM 25.58% 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

NewSquare Capital Newtown Square, Pennsylvania $1.35B AUM 34.37% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Webster Bank's FXN Position: Q1 2022 in Review

Webster Bank sold out of First Trust Energy AlphaDEX Fund (FXN) in Q1 2022, closing a stake of 67 shares — an estimated $1K sold.

Webster Bank first reported a position in FXN in Q4 2016 and held it in 9 quarters. The position peaked at $91K in Q4 2016. 147 funds tracked by Wall St. Rank hold FXN as of Q1 2022.

Webster Bank reported no remaining First Trust Energy AlphaDEX Fund position as of Q1 2022 after selling out during the quarter.
Webster Bank sold 67 First Trust Energy AlphaDEX Fund shares in Q1 2022, an estimated $1K.
Webster Bank first reported a position in First Trust Energy AlphaDEX Fund in Q4 2016 and held it in 9 quarters.
Webster Bank's First Trust Energy AlphaDEX Fund position peaked at $91K in Q4 2016.
147 funds tracked by Wall St. Rank held First Trust Energy AlphaDEX Fund as of Q1 2022.

Based on Webster Bank's 13F filing for Q1 2022, filed 13 Apr 2022.