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

Gilliland Jeter 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
2024
Q4 		– Sell
-700
Closed -$82K – 342
2024
Q3 		$82K Hold
700
– – 0.03% 248
2024
Q2 		$76K Sell
700
-351
-33% -$38.3K 0.03% 246
2024
Q1 		$119K Buy
+1,051
New +$111K 0.04% 202

Other funds holding FNX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Gilliland Jeter Wealth Management's FNX Position: Q4 2024 in Review

Gilliland Jeter Wealth Management sold out of First Trust Mid Cap Core AlphaDEX Fund (FNX) in Q4 2024, closing a stake of 700 shares — an estimated $82K sold.

Gilliland Jeter Wealth Management first reported a position in FNX in Q1 2024 and held it in 3 quarters. The position peaked at $119K in Q1 2024. 191 funds tracked by Wall St. Rank hold FNX as of Q4 2024.

  • Gilliland Jeter Wealth Management reported no remaining First Trust Mid Cap Core AlphaDEX Fund position as of Q4 2024 after selling out during the quarter.
  • Gilliland Jeter Wealth Management sold 700 First Trust Mid Cap Core AlphaDEX Fund shares in Q4 2024, an estimated $82K.
  • Gilliland Jeter Wealth Management first reported a position in First Trust Mid Cap Core AlphaDEX Fund in Q1 2024 and held it in 3 quarters.
  • Gilliland Jeter Wealth Management's First Trust Mid Cap Core AlphaDEX Fund position peaked at $119K in Q1 2024.
  • 191 funds tracked by Wall St. Rank held First Trust Mid Cap Core AlphaDEX Fund as of Q4 2024.

Based on Gilliland Jeter Wealth Management's 13F filing for Q4 2024, filed 28 Jan 2025.