WB
FXN icon

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
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return