Focus Financial Network’s First Trust Mid Cap Core AlphaDEX Fund FNX Stock Holding History

Focus Financial Network’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
2021 Q1	–	Sell	-3,069	Closed	-$255K	–	436
2020 Q4	$255K	Buy	+3,069	New	+$232K	0.02%	383

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

LPL Financial San Diego, California $377B AUM 19.32% 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

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

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

RJA

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

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Focus Financial Network's FNX Position: Q1 2021 in Review

Focus Financial Network sold out of First Trust Mid Cap Core AlphaDEX Fund (FNX) in Q1 2021, closing a stake of 3,069 shares — an estimated $255K sold.

Focus Financial Network first reported a position in FNX in Q4 2020 and held it in 1 quarter. The position peaked at $255K in Q4 2020. 124 funds tracked by Wall St. Rank hold FNX as of Q1 2021.

Focus Financial Network reported no remaining First Trust Mid Cap Core AlphaDEX Fund position as of Q1 2021 after selling out during the quarter.
Focus Financial Network sold 3,069 First Trust Mid Cap Core AlphaDEX Fund shares in Q1 2021, an estimated $255K.
Focus Financial Network first reported a position in First Trust Mid Cap Core AlphaDEX Fund in Q4 2020 and held it in 1 quarter.
Focus Financial Network's First Trust Mid Cap Core AlphaDEX Fund position peaked at $255K in Q4 2020.
124 funds tracked by Wall St. Rank held First Trust Mid Cap Core AlphaDEX Fund as of Q1 2021.

Based on Focus Financial Network's 13F filing for Q1 2021, filed 24 Jul 2024.