Creative Financial Designs’s First Trust Mid Cap Core AlphaDEX Fund FNX Stock Holding History

Creative Financial Designs’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 Q3	–	Sell	-576	Closed	-$55.6K	–	1525
2023 Q2	$55.5K	Sell	576 -12	-2%	-$1.08K	0.01%	611
2023 Q1	$52.9K	Sell	588 -179	-23%	-$16.6K	0.01%	585
2022 Q4	$67.4K	Hold	767	–	–	0.01%	520
2022 Q3	$62K	Hold	767	–	–	0.01%	507
2022 Q2	$64K	Buy	767 +123	+19%	+$11.3K	0.01%	509
2022 Q1	$63K	Buy	644 +12	+2%	+$1.17K	0.01%	513
2021 Q4	$65K	Buy	632 +156	+33%	+$16K	0.01%	520
2021 Q3	$46K	Buy	476 +110	+30%	+$11K	0.01%	635
2021 Q2	$37K	Buy	+366	New	+$35.9K	0.01%	683

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

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 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

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Creative Financial Designs's FNX Position: Q3 2023 in Review

Creative Financial Designs sold out of First Trust Mid Cap Core AlphaDEX Fund (FNX) in Q3 2023, closing a stake of 576 shares — an estimated $55.6K sold.

Creative Financial Designs first reported a position in FNX in Q2 2021 and held it in 9 quarters. The position peaked at $67.4K in Q4 2022. 158 funds tracked by Wall St. Rank hold FNX as of Q3 2023.

Creative Financial Designs reported no remaining First Trust Mid Cap Core AlphaDEX Fund position as of Q3 2023 after selling out during the quarter.
Creative Financial Designs sold 576 First Trust Mid Cap Core AlphaDEX Fund shares in Q3 2023, an estimated $55.6K.
Creative Financial Designs first reported a position in First Trust Mid Cap Core AlphaDEX Fund in Q2 2021 and held it in 9 quarters.
Creative Financial Designs's First Trust Mid Cap Core AlphaDEX Fund position peaked at $67.4K in Q4 2022.
158 funds tracked by Wall St. Rank held First Trust Mid Cap Core AlphaDEX Fund as of Q3 2023.

Based on Creative Financial Designs's 13F filing for Q3 2023, filed 14 Nov 2023.