Brown Miller Wealth Management’s First Trust Mid Cap Core AlphaDEX Fund FNX Stock Holding History

Brown Miller Wealth Management’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 Q4	–	Sell	-3,832	Closed	-$353K	–	126
2023 Q3	$353K	Buy	+3,832	New	+$370K	0.2%	89
2022 Q1	–	Sell	-3,870	Closed	-$397K	–	121
2021 Q4	$397K	Sell	3,870 -555	-13%	-$56.8K	0.23%	81
2021 Q3	$432K	Hold	4,425	–	–	0.27%	77
2021 Q2	$442K	Buy	4,425 +4	+0.1%	+$392	0.28%	75
2021 Q1	$415K	Buy	+4,421	New	+$401K	0.29%	74

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

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

Brown Miller Wealth Management's FNX Position: Q4 2023 in Review

Brown Miller Wealth Management sold out of First Trust Mid Cap Core AlphaDEX Fund (FNX) in Q4 2023, closing a stake of 3,832 shares — an estimated $353K sold.

Brown Miller Wealth Management first reported a position in FNX in Q1 2021 and held it in 5 quarters. The position peaked at $442K in Q2 2021. 171 funds tracked by Wall St. Rank hold FNX as of Q4 2023.

Brown Miller Wealth Management reported no remaining First Trust Mid Cap Core AlphaDEX Fund position as of Q4 2023 after selling out during the quarter.
Brown Miller Wealth Management sold 3,832 First Trust Mid Cap Core AlphaDEX Fund shares in Q4 2023, an estimated $353K.
Brown Miller Wealth Management first reported a position in First Trust Mid Cap Core AlphaDEX Fund in Q1 2021 and held it in 5 quarters.
Brown Miller Wealth Management's First Trust Mid Cap Core AlphaDEX Fund position peaked at $442K in Q2 2021.
171 funds tracked by Wall St. Rank held First Trust Mid Cap Core AlphaDEX Fund as of Q4 2023.

Based on Brown Miller Wealth Management's 13F filing for Q4 2023, filed 18 Jan 2024.