American Portfolios Advisors’s First Trust Mid Cap Core AlphaDEX Fund FNX Stock Holding History

American Portfolios 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
2022 Q3	$325K	Sell	4,045 -456	-10%	-$40.6K	0.01%	819
2022 Q2	$377K	Sell	4,501 -28	-0.6%	-$2.57K	0.02%	781
2022 Q1	$444K	Buy	4,529 +720	+19%	+$70.2K	0.02%	787
2021 Q4	$392K	Sell	3,809 -4	-0.1%	-$410	0.01%	854
2021 Q3	$372K	Sell	3,813 -61	-2%	-$6.07K	0.01%	842
2021 Q2	$388K	Buy	3,874 +1,080	+39%	+$106K	0.02%	832
2021 Q1	$262K	Sell	2,794 -352	-11%	-$31.9K	0.01%	916
2020 Q4	$261K	Buy	3,146 +224	+8%	+$16.9K	0.01%	790
2020 Q3	$193K	Sell	2,922 -10,730	-79%	-$704K	0.01%	809
2020 Q2	$853K	Sell	13,652 -102	-0.7%	-$5.84K	0.06%	306
2020 Q1	$663K	Sell	13,754 -673	-5%	-$43.6K	0.06%	302
2019 Q4	$1.05M	Sell	14,427 -824	-5%	-$57.6K	0.07%	256
2019 Q3	$1.03M	Sell	15,251 -4,875	-24%	-$331K	0.08%	234
2019 Q2	$1.38M	Buy	20,126 +13,078	+186%	+$888K	0.12%	179
2019 Q1	$472K	Buy	7,048 +925	+15%	+$60.5K	0.04%	385
2018 Q4	$354K	Buy	6,123 +1,617	+36%	+$103K	0.04%	367
2018 Q3	$323K	Buy	4,506 +1,025	+29%	+$72.9K	0.04%	435
2018 Q2	$238K	Hold	3,481	–	–	0.03%	476
2018 Q1	$228K	Buy	3,481 +2,352	+208%	+$157K	0.03%	460
2017 Q4	$74.2K	Buy	+1,129	New	+$72.2K	0.01%	843

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

RJFSA

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

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

American Portfolios Advisors's FNX Position: Q3 2022 in Review

American Portfolios Advisors reduced its First Trust Mid Cap Core AlphaDEX Fund (FNX) stake by 10% in Q3 2022, selling an estimated $40.6K and leaving 4,045 shares worth $325K. The position accounts for 0.01% of the portfolio, ranked #819.

American Portfolios Advisors first reported a position in FNX in Q4 2017 and has held it in 20 quarters since. The position peaked at $1.38M in Q2 2019. 147 funds tracked by Wall St. Rank hold FNX as of Q3 2022.

American Portfolios Advisors held 4,045 shares of First Trust Mid Cap Core AlphaDEX Fund worth $325K as of Q3 2022.
American Portfolios Advisors sold 456 First Trust Mid Cap Core AlphaDEX Fund shares in Q3 2022, an estimated $40.6K.
First Trust Mid Cap Core AlphaDEX Fund made up 0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #819 holding.
American Portfolios Advisors first reported a position in First Trust Mid Cap Core AlphaDEX Fund in Q4 2017 and has held it in 20 quarters since.
American Portfolios Advisors's First Trust Mid Cap Core AlphaDEX Fund position peaked at $1.38M in Q2 2019.
147 funds tracked by Wall St. Rank held First Trust Mid Cap Core AlphaDEX Fund as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.