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

Ancora 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
2021 Q2	–	Sell	-397	Closed	-$37K	–	1954
2021 Q1	$37K	Hold	397	–	–	﹤0.01%	1160
2020 Q4	$33K	Hold	397	–	–	﹤0.01%	972
2020 Q3	$26K	Hold	397	–	–	﹤0.01%	974
2020 Q2	$25K	Hold	397	–	–	﹤0.01%	955
2020 Q1	$19K	Hold	397	–	–	﹤0.01%	1063
2019 Q4	$29K	Buy	+397	New	+$27.8K	﹤0.01%	999
2018 Q4	–	Sell	-397	Closed	-$28K	–	822
2018 Q3	$28K	Buy	+397	New	+$28.2K	﹤0.01%	1010

Other funds holding FNX

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

LPL Financial San Diego, California $377B AUM 19.32% 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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ancora Advisors's FNX Position: Q2 2021 in Review

Ancora Advisors sold out of First Trust Mid Cap Core AlphaDEX Fund (FNX) in Q2 2021, closing a stake of 397 shares — an estimated $37K sold.

Ancora Advisors first reported a position in FNX in Q3 2018 and held it in 7 quarters. The position peaked at $37K in Q1 2021. 140 funds tracked by Wall St. Rank hold FNX as of Q2 2021.

Ancora Advisors reported no remaining First Trust Mid Cap Core AlphaDEX Fund position as of Q2 2021 after selling out during the quarter.
Ancora Advisors sold 397 First Trust Mid Cap Core AlphaDEX Fund shares in Q2 2021, an estimated $37K.
Ancora Advisors first reported a position in First Trust Mid Cap Core AlphaDEX Fund in Q3 2018 and held it in 7 quarters.
Ancora Advisors's First Trust Mid Cap Core AlphaDEX Fund position peaked at $37K in Q1 2021.
140 funds tracked by Wall St. Rank held First Trust Mid Cap Core AlphaDEX Fund as of Q2 2021.

Based on Ancora Advisors's 13F filing for Q2 2021, filed 13 Aug 2021.