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

Arkadios 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
2021 Q4	–	Sell	-1,433	Closed	-$140K	–	1002
2021 Q3	$140K	Buy	1,433 +303	+27%	+$30.2K	0.02%	598
2021 Q2	$113K	Sell	1,130 -147	-12%	-$14.4K	0.01%	684
2021 Q1	$119K	Buy	1,277 +939	+278%	+$85.2K	0.02%	499
2020 Q4	$28K	Hold	338	–	–	0.01%	670
2020 Q3	$24.1K	Buy	338 +1	+0.3%	+$66	0.01%	563
2020 Q2	$20.9K	Hold	337	–	–	0.01%	535
2020 Q1	$16.3K	Hold	337	–	–	0.01%	528
2019 Q4	$24.9K	Buy	+337	New	+$23.6K	0.01%	426

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 $377B AUM 19.32% 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

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

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

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Arkadios Wealth Advisors's FNX Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of First Trust Mid Cap Core AlphaDEX Fund (FNX) in Q4 2021, closing a stake of 1,433 shares — an estimated $140K sold.

Arkadios Wealth Advisors first reported a position in FNX in Q4 2019 and held it in 8 quarters. The position peaked at $140K in Q3 2021. 159 funds tracked by Wall St. Rank hold FNX as of Q4 2021.

Arkadios Wealth Advisors reported no remaining First Trust Mid Cap Core AlphaDEX Fund position as of Q4 2021 after selling out during the quarter.
Arkadios Wealth Advisors sold 1,433 First Trust Mid Cap Core AlphaDEX Fund shares in Q4 2021, an estimated $140K.
Arkadios Wealth Advisors first reported a position in First Trust Mid Cap Core AlphaDEX Fund in Q4 2019 and held it in 8 quarters.
Arkadios Wealth Advisors's First Trust Mid Cap Core AlphaDEX Fund position peaked at $140K in Q3 2021.
159 funds tracked by Wall St. Rank held First Trust Mid Cap Core AlphaDEX Fund as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.