Baldwin Wealth Partners’s First Trust Mid Cap Core AlphaDEX Fund FNX Stock Holding History

Baldwin Wealth 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
2024 Q4	–	Sell	-330	Closed	-$38.7K	–	529
2024 Q3	$38.7K	Hold	330	–	–	﹤0.01%	596
2024 Q2	$35.8K	Hold	330	–	–	﹤0.01%	391
2024 Q1	$37.4K	Hold	330	–	–	﹤0.01%	404
2023 Q4	$34.5K	Hold	330	–	–	﹤0.01%	427
2023 Q3	$30.4K	Hold	330	–	–	﹤0.01%	464
2023 Q2	$31.8K	Hold	330	–	–	﹤0.01%	479
2023 Q1	$29.7K	Hold	330	–	–	﹤0.01%	502
2022 Q4	$29K	Hold	330	–	–	﹤0.01%	497
2022 Q3	$27K	Hold	330	–	–	﹤0.01%	411
2022 Q2	$28K	Hold	330	–	–	﹤0.01%	437
2022 Q1	$32K	Hold	330	–	–	﹤0.01%	431
2021 Q4	$34K	Hold	330	–	–	﹤0.01%	396
2021 Q3	$32K	Hold	330	–	–	﹤0.01%	400
2021 Q2	$33K	Hold	330	–	–	﹤0.01%	407
2021 Q1	$31K	Hold	330	–	–	﹤0.01%	398
2020 Q4	$27K	Hold	330	–	–	﹤0.01%	376
2020 Q3	$22K	Hold	330	–	–	﹤0.01%	376
2020 Q2	$21K	Hold	330	–	–	﹤0.01%	386
2020 Q1	$16K	Hold	330	–	–	﹤0.01%	390
2019 Q4	$24K	Hold	330	–	–	﹤0.01%	396
2019 Q3	$22K	Hold	330	–	–	﹤0.01%	397
2019 Q2	$23K	Hold	330	–	–	﹤0.01%	384
2019 Q1	$22K	Hold	330	–	–	﹤0.01%	388
2018 Q4	$19K	Hold	330	–	–	﹤0.01%	389
2018 Q3	$24K	Hold	330	–	–	﹤0.01%	389
2018 Q2	$23K	Hold	330	–	–	﹤0.01%	387
2018 Q1	$22K	Buy	+330	New	+$22K	﹤0.01%	370

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

Baldwin Wealth Partners's FNX Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of First Trust Mid Cap Core AlphaDEX Fund (FNX) in Q4 2024, closing a stake of 330 shares — an estimated $38.7K sold.

Baldwin Wealth Partners first reported a position in FNX in Q1 2018 and held it in 27 quarters. The position peaked at $38.7K in Q3 2024. 191 funds tracked by Wall St. Rank hold FNX as of Q4 2024.

Baldwin Wealth Partners reported no remaining First Trust Mid Cap Core AlphaDEX Fund position as of Q4 2024 after selling out during the quarter.
Baldwin Wealth Partners sold 330 First Trust Mid Cap Core AlphaDEX Fund shares in Q4 2024, an estimated $38.7K.
Baldwin Wealth Partners first reported a position in First Trust Mid Cap Core AlphaDEX Fund in Q1 2018 and held it in 27 quarters.
Baldwin Wealth Partners's First Trust Mid Cap Core AlphaDEX Fund position peaked at $38.7K in Q3 2024.
191 funds tracked by Wall St. Rank held First Trust Mid Cap Core AlphaDEX Fund as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.