AWM
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Accurate Wealth Management’s First Trust Mid Cap Core AlphaDEX Fund FNX Stock Holding History

Accurate Wealth Management’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
2023
Q1 		– Sell
-16
Closed -$1.46K – 672
2022
Q4 		$1.46K Buy
+16
New +$1.41K ﹤0.01% 1282

Other funds holding FNX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Accurate Wealth Management's FNX Position: Q1 2023 in Review

Accurate Wealth Management sold out of First Trust Mid Cap Core AlphaDEX Fund (FNX) in Q1 2023, closing a stake of 16 shares — an estimated $1.46K sold.

Accurate Wealth Management first reported a position in FNX in Q4 2022 and held it in 1 quarter. The position peaked at $1.46K in Q4 2022. 158 funds tracked by Wall St. Rank hold FNX as of Q1 2023.

  • Accurate Wealth Management reported no remaining First Trust Mid Cap Core AlphaDEX Fund position as of Q1 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 16 First Trust Mid Cap Core AlphaDEX Fund shares in Q1 2023, an estimated $1.46K.
  • Accurate Wealth Management first reported a position in First Trust Mid Cap Core AlphaDEX Fund in Q4 2022 and held it in 1 quarter.
  • Accurate Wealth Management's First Trust Mid Cap Core AlphaDEX Fund position peaked at $1.46K in Q4 2022.
  • 158 funds tracked by Wall St. Rank held First Trust Mid Cap Core AlphaDEX Fund as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.