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

FSB Premier 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
2023 Q3	–	Sell	-2,342	Closed	-$226K	–	161
2023 Q2	$226K	Buy	+2,342	New	+$211K	0.12%	141
2022 Q1	–	Sell	-1,462	Closed	-$150K	–	286
2021 Q4	$150K	Buy	+1,462	New	+$150K	0.06%	143

Other funds holding FNX

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

KAS

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

FSB Premier Wealth Management's FNX Position: Q3 2023 in Review

FSB Premier Wealth Management sold out of First Trust Mid Cap Core AlphaDEX Fund (FNX) in Q3 2023, closing a stake of 2,342 shares — an estimated $226K sold.

FSB Premier Wealth Management first reported a position in FNX in Q4 2021 and held it in 2 quarters. The position peaked at $226K in Q2 2023. 158 funds tracked by Wall St. Rank hold FNX as of Q3 2023.

FSB Premier Wealth Management reported no remaining First Trust Mid Cap Core AlphaDEX Fund position as of Q3 2023 after selling out during the quarter.
FSB Premier Wealth Management sold 2,342 First Trust Mid Cap Core AlphaDEX Fund shares in Q3 2023, an estimated $226K.
FSB Premier Wealth Management first reported a position in First Trust Mid Cap Core AlphaDEX Fund in Q4 2021 and held it in 2 quarters.
FSB Premier Wealth Management's First Trust Mid Cap Core AlphaDEX Fund position peaked at $226K in Q2 2023.
158 funds tracked by Wall St. Rank held First Trust Mid Cap Core AlphaDEX Fund as of Q3 2023.

Based on FSB Premier Wealth Management's 13F filing for Q3 2023, filed 14 Nov 2023.