Colonial River Investments’s First Trust Mid Cap Core AlphaDEX Fund FNX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
Sell
-3,436
Closed -$337K 197
2022
Q1
$337K Buy
3,436
+19
+0.6% +$1.85K 0.19% 131
2021
Q4
$351K Buy
+3,417
New +$350K 0.19% 132

Other funds holding FNX

Colonial River Investments's FNX Position: Q2 2022 in Review

Colonial River Investments sold out of First Trust Mid Cap Core AlphaDEX Fund (FNX) in Q2 2022, closing a stake of 3,436 shares — an estimated $337K sold.

Colonial River Investments first reported a position in FNX in Q4 2021 and held it in 2 quarters. The position peaked at $351K in Q4 2021. 141 funds tracked by Wall St. Rank hold FNX as of Q2 2022.

  • Colonial River Investments reported no remaining First Trust Mid Cap Core AlphaDEX Fund position as of Q2 2022 after selling out during the quarter.
  • Colonial River Investments sold 3,436 First Trust Mid Cap Core AlphaDEX Fund shares in Q2 2022, an estimated $337K.
  • Colonial River Investments first reported a position in First Trust Mid Cap Core AlphaDEX Fund in Q4 2021 and held it in 2 quarters.
  • Colonial River Investments's First Trust Mid Cap Core AlphaDEX Fund position peaked at $351K in Q4 2021.
  • 141 funds tracked by Wall St. Rank held First Trust Mid Cap Core AlphaDEX Fund as of Q2 2022.

Based on Colonial River Investments's 13F filing for Q2 2022, filed 15 Aug 2022.