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

CEDRUS’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
Q3 		$393K Buy
+3,353
New +$377K 0.15% 117
2022
Q2 		– Sell
-2,637
Closed -$259K – 144
2022
Q1 		$259K Sell
2,637
-9
-0.3% -$878 0.23% 109
2021
Q4 		$272K Buy
+2,646
New +$271K 0.26% 113

Other funds holding FNX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

CEDRUS's FNX Position: Q3 2024 in Review

CEDRUS opened a new position in First Trust Mid Cap Core AlphaDEX Fund (FNX) in Q3 2024: 3,353 shares worth $393K. The stake represents 0.15% of the portfolio and ranks #117 among its holdings. This is a return to the name: CEDRUS previously reported a position in FNX as recently as Q1 2022.

CEDRUS first reported a position in FNX in Q4 2021 and has held it in 3 quarters since. 179 funds tracked by Wall St. Rank hold FNX as of Q3 2024.

  • CEDRUS held 3,353 shares of First Trust Mid Cap Core AlphaDEX Fund worth $393K as of Q3 2024.
  • First Trust Mid Cap Core AlphaDEX Fund was a new CEDRUS position in Q3 2024.
  • First Trust Mid Cap Core AlphaDEX Fund made up 0.15% of CEDRUS's portfolio in Q3 2024, its #117 holding.
  • CEDRUS first reported a position in First Trust Mid Cap Core AlphaDEX Fund in Q4 2021 and has held it in 3 quarters since.
  • 179 funds tracked by Wall St. Rank held First Trust Mid Cap Core AlphaDEX Fund as of Q3 2024.

Based on CEDRUS's 13F filing for Q3 2024, filed 18 Oct 2024.