Ausdal Financial Partners’s First Trust Mid Cap Core AlphaDEX Fund FNX Stock Holding History

Ausdal Financial Partners’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
2016 Q4	–	Sell	-5,928	Closed	-$313K	–	262
2016 Q3	$313K	Sell	5,928 -86	-1%	-$4.51K	0.16%	165
2016 Q2	$304K	Buy	6,014 +79	+1%	+$3.95K	0.16%	160
2016 Q1	$295K	Sell	5,935 -2,327	-28%	-$107K	0.17%	154
2015 Q4	$397K	Buy	+8,262	New	+$412K	0.2%	118

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

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

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

Ausdal Financial Partners's FNX Position: Q4 2016 in Review

Ausdal Financial Partners sold out of First Trust Mid Cap Core AlphaDEX Fund (FNX) in Q4 2016, closing a stake of 5,928 shares — an estimated $313K sold.

Ausdal Financial Partners first reported a position in FNX in Q4 2015 and held it in 4 quarters. The position peaked at $397K in Q4 2015. 88 funds tracked by Wall St. Rank hold FNX as of Q4 2016.

Ausdal Financial Partners reported no remaining First Trust Mid Cap Core AlphaDEX Fund position as of Q4 2016 after selling out during the quarter.
Ausdal Financial Partners sold 5,928 First Trust Mid Cap Core AlphaDEX Fund shares in Q4 2016, an estimated $313K.
Ausdal Financial Partners first reported a position in First Trust Mid Cap Core AlphaDEX Fund in Q4 2015 and held it in 4 quarters.
Ausdal Financial Partners's First Trust Mid Cap Core AlphaDEX Fund position peaked at $397K in Q4 2015.
88 funds tracked by Wall St. Rank held First Trust Mid Cap Core AlphaDEX Fund as of Q4 2016.

Based on Ausdal Financial Partners's 13F filing for Q4 2016, filed 23 Jan 2017.