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

BDO 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
2023 Q2	$16K	Hold	166	–	–	﹤0.01%	619
2023 Q1	$14.9K	Hold	166	–	–	﹤0.01%	635
2022 Q4	$14.6K	Hold	166	–	–	﹤0.01%	622
2022 Q3	$13K	Hold	166	–	–	﹤0.01%	657
2022 Q2	$14K	Hold	166	–	–	﹤0.01%	623
2022 Q1	$16K	Hold	166	–	–	﹤0.01%	637
2021 Q4	$17K	Hold	166	–	–	﹤0.01%	649
2021 Q3	$16K	Hold	166	–	–	﹤0.01%	651
2021 Q2	$17K	Hold	166	–	–	﹤0.01%	662
2021 Q1	$16K	Buy	+166	New	+$15.1K	﹤0.01%	649

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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

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

KAS

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

BDO Wealth Advisors's FNX Position: Q2 2023 in Review

BDO Wealth Advisors held its First Trust Mid Cap Core AlphaDEX Fund (FNX) position steady in Q2 2023 at 166 shares worth $16K. The position accounts for ﹤0.01% of the portfolio, ranked #619.

BDO Wealth Advisors first reported a position in FNX in Q1 2021 and has held it in 10 quarters since. The position peaked at $17K in Q4 2021. 155 funds tracked by Wall St. Rank hold FNX as of Q2 2023.

BDO Wealth Advisors held 166 shares of First Trust Mid Cap Core AlphaDEX Fund worth $16K as of Q2 2023.
BDO Wealth Advisors left its First Trust Mid Cap Core AlphaDEX Fund share count unchanged in Q2 2023.
First Trust Mid Cap Core AlphaDEX Fund made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #619 holding.
BDO Wealth Advisors first reported a position in First Trust Mid Cap Core AlphaDEX Fund in Q1 2021 and has held it in 10 quarters since.
BDO Wealth Advisors's First Trust Mid Cap Core AlphaDEX Fund position peaked at $17K in Q4 2021.
155 funds tracked by Wall St. Rank held First Trust Mid Cap Core AlphaDEX Fund as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.