FDx Advisors’s First Trust Mid Cap Core AlphaDEX Fund FNX Stock Holding History

FDx Advisors’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
2018 Q1	–	Sell	-3,369	Closed	-$221K	–	1192
2017 Q4	$221K	Buy	+3,369	New	+$215K	0.01%	1159
2017 Q2	–	Sell	-5,838	Closed	-$341K	–	1201
2017 Q1	$341K	Sell	5,838 -541	-8%	-$31.4K	0.01%	935
2016 Q4	$360K	Buy	6,379 +1,764	+38%	+$95.4K	0.01%	894
2016 Q3	$244K	Buy	4,615 +403	+10%	+$21.1K	0.01%	828
2016 Q2	$213K	Sell	4,212 -187	-4%	-$9.35K	0.01%	822
2016 Q1	$218K	Buy	+4,399	New	+$201K	0.01%	826

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

CCM

Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 1-Year Est. Return

FDx Advisors's FNX Position: Q1 2018 in Review

FDx Advisors sold out of First Trust Mid Cap Core AlphaDEX Fund (FNX) in Q1 2018, closing a stake of 3,369 shares — an estimated $221K sold.

FDx Advisors first reported a position in FNX in Q1 2016 and held it in 6 quarters. The position peaked at $360K in Q4 2016. 101 funds tracked by Wall St. Rank hold FNX as of Q1 2018.

FDx Advisors reported no remaining First Trust Mid Cap Core AlphaDEX Fund position as of Q1 2018 after selling out during the quarter.
FDx Advisors sold 3,369 First Trust Mid Cap Core AlphaDEX Fund shares in Q1 2018, an estimated $221K.
FDx Advisors first reported a position in First Trust Mid Cap Core AlphaDEX Fund in Q1 2016 and held it in 6 quarters.
FDx Advisors's First Trust Mid Cap Core AlphaDEX Fund position peaked at $360K in Q4 2016.
101 funds tracked by Wall St. Rank held First Trust Mid Cap Core AlphaDEX Fund as of Q1 2018.

Based on FDx Advisors's 13F filing for Q1 2018, filed 2 May 2018.