PCG Wealth Advisors, LLC FXN Holdings History
PCG Wealth Advisors, LLC's First Trust Energy AlphaDEX Fund Holding Summary
As of 2025-03-31, PCG Wealth Advisors, LLC held 152,300.00 shares of First Trust Energy AlphaDEX Fund(FXN), totaling $2.52 Mil. This investment constitutes 0.88% of their stock portfolio, and PCG Wealth Advisors, LLC now holds 0.81% of the outstanding First Trust Energy AlphaDEX Fund(FXN) stock.
The initial trade took place in 2022Q4. And since then PCG Wealth Advisors, LLC has made 7 purchases of FXN, at an average price of $17.84, for a total of 328,089.00 shares. In addition, there have been 3 sales at an average price of $16.72 for 175,789.00 shares. Based on historical transaction data and FXN's current price of $15.27, PCG Wealth Advisors, LLC's estimated gain on his FXN holdings is $-588,302.36, reflecting a -10.05% gain to date.
PCG Wealth Advisors, LLC FXN ($15.27) Holding Chart
PCG Wealth Advisors, LLC FXN ($15.27) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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