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Gateway Wealth Partners’s First Trust Mid Cap Core AlphaDEX Fund FNX Stock Holding History

Gateway Wealth Partners’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
Q2 		– Sell
-3,068
Closed -$276K – 248
2023
Q1 		$276K Buy
+3,068
New +$284K 0.04% 174

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LPL Financial
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Gateway Wealth Partners's FNX Position: Q2 2023 in Review

Gateway Wealth Partners sold out of First Trust Mid Cap Core AlphaDEX Fund (FNX) in Q2 2023, closing a stake of 3,068 shares — an estimated $276K sold.

Gateway Wealth Partners first reported a position in FNX in Q1 2023 and held it in 1 quarter. The position peaked at $276K in Q1 2023. 155 funds tracked by Wall St. Rank hold FNX as of Q2 2023.

  • Gateway Wealth Partners reported no remaining First Trust Mid Cap Core AlphaDEX Fund position as of Q2 2023 after selling out during the quarter.
  • Gateway Wealth Partners sold 3,068 First Trust Mid Cap Core AlphaDEX Fund shares in Q2 2023, an estimated $276K.
  • Gateway Wealth Partners first reported a position in First Trust Mid Cap Core AlphaDEX Fund in Q1 2023 and held it in 1 quarter.
  • Gateway Wealth Partners's First Trust Mid Cap Core AlphaDEX Fund position peaked at $276K in Q1 2023.
  • 155 funds tracked by Wall St. Rank held First Trust Mid Cap Core AlphaDEX Fund as of Q2 2023.

Based on Gateway Wealth Partners's 13F filing for Q2 2023, filed 14 Aug 2023.