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

Girard 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
2018
Q4 		– Sell
-100
Closed -$7K – 428
2018
Q3 		$7K Buy
+100
New +$7.11K ﹤0.01% 794

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Girard Partners's FNX Position: Q4 2018 in Review

Girard Partners sold out of First Trust Mid Cap Core AlphaDEX Fund (FNX) in Q4 2018, closing a stake of 100 shares — an estimated $7K sold.

Girard Partners first reported a position in FNX in Q3 2018 and held it in 1 quarter. The position peaked at $7K in Q3 2018. 113 funds tracked by Wall St. Rank hold FNX as of Q4 2018.

  • Girard Partners reported no remaining First Trust Mid Cap Core AlphaDEX Fund position as of Q4 2018 after selling out during the quarter.
  • Girard Partners sold 100 First Trust Mid Cap Core AlphaDEX Fund shares in Q4 2018, an estimated $7K.
  • Girard Partners first reported a position in First Trust Mid Cap Core AlphaDEX Fund in Q3 2018 and held it in 1 quarter.
  • Girard Partners's First Trust Mid Cap Core AlphaDEX Fund position peaked at $7K in Q3 2018.
  • 113 funds tracked by Wall St. Rank held First Trust Mid Cap Core AlphaDEX Fund as of Q4 2018.

Based on Girard Partners's 13F filing for Q4 2018, filed 11 Feb 2019.