Financial Gravity Asset Management’s First Trust Mid Cap Core AlphaDEX Fund FNX Stock Holding History

Financial Gravity Asset Management’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
2019 Q4	–	Sell	-58	Closed	-$4K	–	1485
2019 Q3	$4K	Hold	58	–	–	﹤0.01%	740
2019 Q2	$4K	Hold	58	–	–	﹤0.01%	731
2019 Q1	$4K	Buy	+58	New	+$3.79K	﹤0.01%	751
2018 Q3	$4K	Hold	58	–	–	﹤0.01%	770
2018 Q2	$4K	Hold	58	–	–	﹤0.01%	822
2018 Q1	$4K	Buy	+58	New	+$3.86K	﹤0.01%	780

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

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

Financial Gravity Asset Management's FNX Position: Q4 2019 in Review

Financial Gravity Asset Management sold out of First Trust Mid Cap Core AlphaDEX Fund (FNX) in Q4 2019, closing a stake of 58 shares — an estimated $4K sold.

Financial Gravity Asset Management first reported a position in FNX in Q1 2018 and held it in 6 quarters. The position peaked at $4K in Q3 2019. 127 funds tracked by Wall St. Rank hold FNX as of Q4 2019.

Financial Gravity Asset Management reported no remaining First Trust Mid Cap Core AlphaDEX Fund position as of Q4 2019 after selling out during the quarter.
Financial Gravity Asset Management sold 58 First Trust Mid Cap Core AlphaDEX Fund shares in Q4 2019, an estimated $4K.
Financial Gravity Asset Management first reported a position in First Trust Mid Cap Core AlphaDEX Fund in Q1 2018 and held it in 6 quarters.
Financial Gravity Asset Management's First Trust Mid Cap Core AlphaDEX Fund position peaked at $4K in Q3 2019.
127 funds tracked by Wall St. Rank held First Trust Mid Cap Core AlphaDEX Fund as of Q4 2019.

Based on Financial Gravity Asset Management's 13F filing for Q4 2019, filed 28 Feb 2020.