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FineMark National Bank & Trust’s First Trust Mid Cap Core AlphaDEX Fund FNX Stock Holding History

FineMark National Bank & Trust’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
2015
Q4 		– Sell
-313
Closed -$15K – 1398
2015
Q3 		$15K Buy
+313
New +$16.1K ﹤0.01% 909
2014
Q1 		– Sell
-116
Closed -$6K – 1442
2013
Q4 		$6K Buy
+116
New +$5.58K ﹤0.01% 1121

Other funds holding FNX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
AIM
Astor Investment Management Chicago, Illinois $185M AUM 8.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TFA
Transamerica Financial Advisors St. Petersburg, Florida $1.17B AUM 23.36% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
ACM
Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return

FineMark National Bank & Trust's FNX Position: Q4 2015 in Review

FineMark National Bank & Trust sold out of First Trust Mid Cap Core AlphaDEX Fund (FNX) in Q4 2015, closing a stake of 313 shares — an estimated $15K sold.

FineMark National Bank & Trust first reported a position in FNX in Q4 2013 and held it in 2 quarters. The position peaked at $15K in Q3 2015. 79 funds tracked by Wall St. Rank hold FNX as of Q4 2015.

  • FineMark National Bank & Trust reported no remaining First Trust Mid Cap Core AlphaDEX Fund position as of Q4 2015 after selling out during the quarter.
  • FineMark National Bank & Trust sold 313 First Trust Mid Cap Core AlphaDEX Fund shares in Q4 2015, an estimated $15K.
  • FineMark National Bank & Trust first reported a position in First Trust Mid Cap Core AlphaDEX Fund in Q4 2013 and held it in 2 quarters.
  • FineMark National Bank & Trust's First Trust Mid Cap Core AlphaDEX Fund position peaked at $15K in Q3 2015.
  • 79 funds tracked by Wall St. Rank held First Trust Mid Cap Core AlphaDEX Fund as of Q4 2015.

Based on FineMark National Bank & Trust's 13F filing for Q4 2015, filed 9 Feb 2016.