EFS
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Essex Financial Services’s First Trust Mid Cap Core AlphaDEX Fund FNX Stock Holding History

Essex Financial Services’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
Q2 		– Sell
-2,098
Closed -$206K – 493
2022
Q1 		$206K Buy
+2,098
New +$205K 0.02% 480

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RJFSA
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UBS Group
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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Essex Financial Services's FNX Position: Q2 2022 in Review

Essex Financial Services sold out of First Trust Mid Cap Core AlphaDEX Fund (FNX) in Q2 2022, closing a stake of 2,098 shares — an estimated $206K sold.

Essex Financial Services first reported a position in FNX in Q1 2022 and held it in 1 quarter. The position peaked at $206K in Q1 2022. 141 funds tracked by Wall St. Rank hold FNX as of Q2 2022.

  • Essex Financial Services reported no remaining First Trust Mid Cap Core AlphaDEX Fund position as of Q2 2022 after selling out during the quarter.
  • Essex Financial Services sold 2,098 First Trust Mid Cap Core AlphaDEX Fund shares in Q2 2022, an estimated $206K.
  • Essex Financial Services first reported a position in First Trust Mid Cap Core AlphaDEX Fund in Q1 2022 and held it in 1 quarter.
  • Essex Financial Services's First Trust Mid Cap Core AlphaDEX Fund position peaked at $206K in Q1 2022.
  • 141 funds tracked by Wall St. Rank held First Trust Mid Cap Core AlphaDEX Fund as of Q2 2022.

Based on Essex Financial Services's 13F filing for Q2 2022, filed 1 Aug 2022.