1834 Investment Advisors’s First Trust Mid Cap Core AlphaDEX Fund FNX Stock Holding History

1834 Investment Advisors’s Portfolio FNX Stock Details FNX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-314	Closed	-$21K	–	432
2018 Q1	$21K	Sell	314 -124	-28%	-$8.26K	﹤0.01%	347
2017 Q4	$29K	Buy	+438	New	+$28K	﹤0.01%	332

Other funds holding FNX

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RJFSA

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

AIA

Arrow Investment Advisors Laurel, Maryland $93.9M AUM 10.95% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

1834 Investment Advisors's FNX Position: Q2 2018 in Review

1834 Investment Advisors sold out of First Trust Mid Cap Core AlphaDEX Fund (FNX) in Q2 2018, closing a stake of 314 shares — an estimated $21K sold.

1834 Investment Advisors first reported a position in FNX in Q4 2017 and held it in 2 quarters. The position peaked at $29K in Q4 2017. 107 funds tracked by Wall St. Rank hold FNX as of Q2 2018.

1834 Investment Advisors reported no remaining First Trust Mid Cap Core AlphaDEX Fund position as of Q2 2018 after selling out during the quarter.
1834 Investment Advisors sold 314 First Trust Mid Cap Core AlphaDEX Fund shares in Q2 2018, an estimated $21K.
1834 Investment Advisors first reported a position in First Trust Mid Cap Core AlphaDEX Fund in Q4 2017 and held it in 2 quarters.
1834 Investment Advisors's First Trust Mid Cap Core AlphaDEX Fund position peaked at $29K in Q4 2017.
107 funds tracked by Wall St. Rank held First Trust Mid Cap Core AlphaDEX Fund as of Q2 2018.

Based on 1834 Investment Advisors's 13F filing for Q2 2018, filed 13 Aug 2018.