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Ashton Thomas Private Wealth’s First Trust Mid Cap Core AlphaDEX Fund FNX Stock Holding History

Ashton Thomas Private Wealth’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
2024
Q3 		– Sell
-1,632
Closed -$177K – 1055
2024
Q2 		$177K Buy
+1,632
New +$178K 0.01% 591

Other funds holding FNX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 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

Ashton Thomas Private Wealth's FNX Position: Q3 2024 in Review

Ashton Thomas Private Wealth sold out of First Trust Mid Cap Core AlphaDEX Fund (FNX) in Q3 2024, closing a stake of 1,632 shares — an estimated $177K sold.

Ashton Thomas Private Wealth first reported a position in FNX in Q2 2024 and held it in 1 quarter. The position peaked at $177K in Q2 2024. 179 funds tracked by Wall St. Rank hold FNX as of Q3 2024.

  • Ashton Thomas Private Wealth reported no remaining First Trust Mid Cap Core AlphaDEX Fund position as of Q3 2024 after selling out during the quarter.
  • Ashton Thomas Private Wealth sold 1,632 First Trust Mid Cap Core AlphaDEX Fund shares in Q3 2024, an estimated $177K.
  • Ashton Thomas Private Wealth first reported a position in First Trust Mid Cap Core AlphaDEX Fund in Q2 2024 and held it in 1 quarter.
  • Ashton Thomas Private Wealth's First Trust Mid Cap Core AlphaDEX Fund position peaked at $177K in Q2 2024.
  • 179 funds tracked by Wall St. Rank held First Trust Mid Cap Core AlphaDEX Fund as of Q3 2024.

Based on Ashton Thomas Private Wealth's 13F filing for Q3 2024, filed 5 Nov 2024.