Comprehensive Financial Consultants Institutional’s First Trust Mid Cap Core AlphaDEX Fund FNX Stock Holding History

Comprehensive Financial Consultants Institutional’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
2022 Q1	–	Sell	-27	Closed	-$2K	–	266
2021 Q4	$2K	Buy	+27	New	+$2.77K	﹤0.01%	423

Other funds holding FNX

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Comprehensive Financial Consultants Institutional's FNX Position: Q1 2022 in Review

Comprehensive Financial Consultants Institutional sold out of First Trust Mid Cap Core AlphaDEX Fund (FNX) in Q1 2022, closing a stake of 27 shares — an estimated $2K sold.

Comprehensive Financial Consultants Institutional first reported a position in FNX in Q4 2021 and held it in 1 quarter. The position peaked at $2K in Q4 2021. 151 funds tracked by Wall St. Rank hold FNX as of Q1 2022.

Comprehensive Financial Consultants Institutional reported no remaining First Trust Mid Cap Core AlphaDEX Fund position as of Q1 2022 after selling out during the quarter.
Comprehensive Financial Consultants Institutional sold 27 First Trust Mid Cap Core AlphaDEX Fund shares in Q1 2022, an estimated $2K.
Comprehensive Financial Consultants Institutional first reported a position in First Trust Mid Cap Core AlphaDEX Fund in Q4 2021 and held it in 1 quarter.
Comprehensive Financial Consultants Institutional's First Trust Mid Cap Core AlphaDEX Fund position peaked at $2K in Q4 2021.
151 funds tracked by Wall St. Rank held First Trust Mid Cap Core AlphaDEX Fund as of Q1 2022.

Based on Comprehensive Financial Consultants Institutional's 13F filing for Q1 2022, filed 11 May 2022.