Bessemer Group
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Bessemer Group’s First Trust Mid Cap Core AlphaDEX Fund FNX Stock Holding History

Bessemer Group’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
Q1 		– Sell
-1,170
Closed -$56K – 1542
2015
Q4 		$56K Hold
1,170
– – ﹤0.01% 945
2015
Q3 		$56K Buy
+1,170
New +$60.1K ﹤0.01% 934

Other funds holding FNX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
AIM
Astor Investment Management Chicago, Illinois $185M AUM 8.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Bessemer Group's FNX Position: Q1 2016 in Review

Bessemer Group sold out of First Trust Mid Cap Core AlphaDEX Fund (FNX) in Q1 2016, closing a stake of 1,170 shares — an estimated $56K sold.

Bessemer Group first reported a position in FNX in Q3 2015 and held it in 2 quarters. The position peaked at $56K in Q4 2015. 77 funds tracked by Wall St. Rank hold FNX as of Q1 2016.

  • Bessemer Group reported no remaining First Trust Mid Cap Core AlphaDEX Fund position as of Q1 2016 after selling out during the quarter.
  • Bessemer Group sold 1,170 First Trust Mid Cap Core AlphaDEX Fund shares in Q1 2016, an estimated $56K.
  • Bessemer Group first reported a position in First Trust Mid Cap Core AlphaDEX Fund in Q3 2015 and held it in 2 quarters.
  • Bessemer Group's First Trust Mid Cap Core AlphaDEX Fund position peaked at $56K in Q4 2015.
  • 77 funds tracked by Wall St. Rank held First Trust Mid Cap Core AlphaDEX Fund as of Q1 2016.

Based on Bessemer Group's 13F filing for Q1 2016, filed 11 May 2016.