Acorn Wealth Advisors’s First Trust Mid Cap Core AlphaDEX Fund FNX Stock Holding History

Acorn Wealth 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 Q3	–	Sell	-950	Closed	-$65K	–	227
2018 Q2	$65K	Hold	950	–	–	0.06%	226
2018 Q1	$62K	Sell	950 -36	-4%	-$2.4K	0.05%	227
2017 Q4	$66K	Buy	+986	New	+$63.1K	0.06%	217

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

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

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

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

AIA

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

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

Acorn Wealth Advisors's FNX Position: Q3 2018 in Review

Acorn Wealth Advisors sold out of First Trust Mid Cap Core AlphaDEX Fund (FNX) in Q3 2018, closing a stake of 950 shares — an estimated $65K sold.

Acorn Wealth Advisors first reported a position in FNX in Q4 2017 and held it in 3 quarters. The position peaked at $66K in Q4 2017. 111 funds tracked by Wall St. Rank hold FNX as of Q3 2018.

Acorn Wealth Advisors reported no remaining First Trust Mid Cap Core AlphaDEX Fund position as of Q3 2018 after selling out during the quarter.
Acorn Wealth Advisors sold 950 First Trust Mid Cap Core AlphaDEX Fund shares in Q3 2018, an estimated $65K.
Acorn Wealth Advisors first reported a position in First Trust Mid Cap Core AlphaDEX Fund in Q4 2017 and held it in 3 quarters.
Acorn Wealth Advisors's First Trust Mid Cap Core AlphaDEX Fund position peaked at $66K in Q4 2017.
111 funds tracked by Wall St. Rank held First Trust Mid Cap Core AlphaDEX Fund as of Q3 2018.

Based on Acorn Wealth Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.