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Coppell Advisory Solutions Corp’s First Trust Mid Cap Core AlphaDEX Fund FNX Stock Holding History

Coppell Advisory Solutions Corp’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
Q1 		$250K Buy
+2,202
New +$232K 0.05% 221
2023
Q1 		$2.49M Buy
28,162
+7,773
+38% +$719K 0.82% 25
2022
Q4 		$1.79M Buy
+20,389
New +$1.8M 0.61% 41

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 $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
KWM
Kaydan Wealth Management Fenton, Michigan $299M AUM 18.98% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Coppell Advisory Solutions Corp's FNX Position: Q1 2024 in Review

Coppell Advisory Solutions Corp opened a new position in First Trust Mid Cap Core AlphaDEX Fund (FNX) in Q1 2024: 2,202 shares worth $250K. The stake represents 0.05% of the portfolio and ranks #221 among its holdings. This is a return to the name: Coppell Advisory Solutions Corp previously reported a position in FNX as recently as Q1 2023.

Coppell Advisory Solutions Corp first reported a position in FNX in Q4 2022 and has held it in 3 quarters since. The position peaked at $2.49M in Q1 2023. 169 funds tracked by Wall St. Rank hold FNX as of Q1 2024.

  • Coppell Advisory Solutions Corp held 2,202 shares of First Trust Mid Cap Core AlphaDEX Fund worth $250K as of Q1 2024.
  • First Trust Mid Cap Core AlphaDEX Fund was a new Coppell Advisory Solutions Corp position in Q1 2024.
  • First Trust Mid Cap Core AlphaDEX Fund made up 0.05% of Coppell Advisory Solutions Corp's portfolio in Q1 2024, its #221 holding.
  • Coppell Advisory Solutions Corp first reported a position in First Trust Mid Cap Core AlphaDEX Fund in Q4 2022 and has held it in 3 quarters since.
  • Coppell Advisory Solutions Corp's First Trust Mid Cap Core AlphaDEX Fund position peaked at $2.49M in Q1 2023.
  • 169 funds tracked by Wall St. Rank held First Trust Mid Cap Core AlphaDEX Fund as of Q1 2024.

Based on Coppell Advisory Solutions Corp's 13F filing for Q1 2024, filed 16 May 2024.