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Fortitude Advisory Group’s First Trust Mid Cap Core AlphaDEX Fund FNX Stock Holding History

Fortitude Advisory Group’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
2022
Q1 		– Sell
-134
Closed -$14K – 1537
2021
Q4 		$14K Buy
+134
New +$13.7K 0.01% 939

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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Fortitude Advisory Group's FNX Position: Q1 2022 in Review

Fortitude Advisory Group sold out of First Trust Mid Cap Core AlphaDEX Fund (FNX) in Q1 2022, closing a stake of 134 shares — an estimated $14K sold.

Fortitude Advisory Group first reported a position in FNX in Q4 2021 and held it in 1 quarter. The position peaked at $14K in Q4 2021. 151 funds tracked by Wall St. Rank hold FNX as of Q1 2022.

  • Fortitude Advisory Group reported no remaining First Trust Mid Cap Core AlphaDEX Fund position as of Q1 2022 after selling out during the quarter.
  • Fortitude Advisory Group sold 134 First Trust Mid Cap Core AlphaDEX Fund shares in Q1 2022, an estimated $14K.
  • Fortitude Advisory Group first reported a position in First Trust Mid Cap Core AlphaDEX Fund in Q4 2021 and held it in 1 quarter.
  • Fortitude Advisory Group's First Trust Mid Cap Core AlphaDEX Fund position peaked at $14K in Q4 2021.
  • 151 funds tracked by Wall St. Rank held First Trust Mid Cap Core AlphaDEX Fund as of Q1 2022.

Based on Fortitude Advisory Group's 13F filing for Q1 2022, filed 25 May 2022.