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B. Riley Financial’s First Trust Mid Cap Core AlphaDEX Fund FNX Stock Holding History

B. Riley Financial’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
2018
Q3 		– Sell
-2,971
Closed -$209K – 216
2018
Q2 		$209K Buy
+2,971
New +$200K 0.05% 272

Other funds holding FNX

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Wells Fargo
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UBS Group
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Baird Financial Group
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
AIA
Arrow Investment Advisors Laurel, Maryland $93.9M AUM 10.95% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

B. Riley Financial's FNX Position: Q3 2018 in Review

B. Riley Financial sold out of First Trust Mid Cap Core AlphaDEX Fund (FNX) in Q3 2018, closing a stake of 2,971 shares — an estimated $209K sold.

B. Riley Financial first reported a position in FNX in Q2 2018 and held it in 1 quarter. The position peaked at $209K in Q2 2018. 111 funds tracked by Wall St. Rank hold FNX as of Q3 2018.

  • B. Riley Financial reported no remaining First Trust Mid Cap Core AlphaDEX Fund position as of Q3 2018 after selling out during the quarter.
  • B. Riley Financial sold 2,971 First Trust Mid Cap Core AlphaDEX Fund shares in Q3 2018, an estimated $209K.
  • B. Riley Financial first reported a position in First Trust Mid Cap Core AlphaDEX Fund in Q2 2018 and held it in 1 quarter.
  • B. Riley Financial's First Trust Mid Cap Core AlphaDEX Fund position peaked at $209K in Q2 2018.
  • 111 funds tracked by Wall St. Rank held First Trust Mid Cap Core AlphaDEX Fund as of Q3 2018.

Based on B. Riley Financial's 13F filing for Q3 2018, filed 13 Nov 2018.