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

Clearstead 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 Q1	–	Sell	-25	Closed	-$2.2K	–	1389
2022 Q4	$2.2K	Buy	+25	New	+$2.21K	﹤0.01%	1079
2020 Q3	–	Sell	-86	Closed	-$5K	–	901
2020 Q2	$5K	Hold	86	–	–	﹤0.01%	668
2020 Q1	$4K	Buy	+86	New	+$5.57K	﹤0.01%	665

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Clearstead Advisors's FNX Position: Q1 2023 in Review

Clearstead Advisors sold out of First Trust Mid Cap Core AlphaDEX Fund (FNX) in Q1 2023, closing a stake of 25 shares — an estimated $2.2K sold.

Clearstead Advisors first reported a position in FNX in Q1 2020 and held it in 3 quarters. The position peaked at $5K in Q2 2020. 158 funds tracked by Wall St. Rank hold FNX as of Q1 2023.

Clearstead Advisors reported no remaining First Trust Mid Cap Core AlphaDEX Fund position as of Q1 2023 after selling out during the quarter.
Clearstead Advisors sold 25 First Trust Mid Cap Core AlphaDEX Fund shares in Q1 2023, an estimated $2.2K.
Clearstead Advisors first reported a position in First Trust Mid Cap Core AlphaDEX Fund in Q1 2020 and held it in 3 quarters.
Clearstead Advisors's First Trust Mid Cap Core AlphaDEX Fund position peaked at $5K in Q2 2020.
158 funds tracked by Wall St. Rank held First Trust Mid Cap Core AlphaDEX Fund as of Q1 2023.

Based on Clearstead Advisors's 13F filing for Q1 2023, filed 9 May 2023.