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Altus Wealth Group’s First Trust Mid Cap Core AlphaDEX Fund FNX Stock Holding History

Altus Wealth Group’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
2021
Q1 		– Sell
-255
Closed -$21K – 393
2020
Q4 		$21K Buy
+255
New +$19.3K 0.02% 357

Other funds holding FNX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Altus Wealth Group's FNX Position: Q1 2021 in Review

Altus Wealth Group sold out of First Trust Mid Cap Core AlphaDEX Fund (FNX) in Q1 2021, closing a stake of 255 shares — an estimated $21K sold.

Altus Wealth Group first reported a position in FNX in Q4 2020 and held it in 1 quarter. The position peaked at $21K in Q4 2020. 124 funds tracked by Wall St. Rank hold FNX as of Q1 2021.

  • Altus Wealth Group reported no remaining First Trust Mid Cap Core AlphaDEX Fund position as of Q1 2021 after selling out during the quarter.
  • Altus Wealth Group sold 255 First Trust Mid Cap Core AlphaDEX Fund shares in Q1 2021, an estimated $21K.
  • Altus Wealth Group first reported a position in First Trust Mid Cap Core AlphaDEX Fund in Q4 2020 and held it in 1 quarter.
  • Altus Wealth Group's First Trust Mid Cap Core AlphaDEX Fund position peaked at $21K in Q4 2020.
  • 124 funds tracked by Wall St. Rank held First Trust Mid Cap Core AlphaDEX Fund as of Q1 2021.

Based on Altus Wealth Group's 13F filing for Q1 2021, filed 14 May 2021.