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ForthRight Wealth Management’s First Trust Mid Cap Core AlphaDEX Fund FNX Stock Holding History

ForthRight Wealth 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
2021
Q1 		– Sell
-50
Closed -$4K – 80
2020
Q4 		$4K Buy
+50
New +$3.78K ﹤0.01% 155

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KAS
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RJA
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BRWA
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ForthRight Wealth Management's FNX Position: Q1 2021 in Review

ForthRight Wealth Management sold out of First Trust Mid Cap Core AlphaDEX Fund (FNX) in Q1 2021, closing a stake of 50 shares — an estimated $4K sold.

ForthRight Wealth Management first reported a position in FNX in Q4 2020 and held it in 1 quarter. The position peaked at $4K in Q4 2020. 124 funds tracked by Wall St. Rank hold FNX as of Q1 2021.

  • ForthRight Wealth Management reported no remaining First Trust Mid Cap Core AlphaDEX Fund position as of Q1 2021 after selling out during the quarter.
  • ForthRight Wealth Management sold 50 First Trust Mid Cap Core AlphaDEX Fund shares in Q1 2021, an estimated $4K.
  • ForthRight Wealth Management first reported a position in First Trust Mid Cap Core AlphaDEX Fund in Q4 2020 and held it in 1 quarter.
  • ForthRight Wealth Management's First Trust Mid Cap Core AlphaDEX Fund position peaked at $4K in Q4 2020.
  • 124 funds tracked by Wall St. Rank held First Trust Mid Cap Core AlphaDEX Fund as of Q1 2021.

Based on ForthRight Wealth Management's 13F filing for Q1 2021, filed 26 Apr 2021.