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

GM 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
2017 Q1	–	Sell	-3,928	Closed	-$222K	–	111
2016 Q4	$222K	Buy	+3,928	New	+$212K	0.08%	98

Other funds holding FNX

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

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

PFA

Pinnacle Family Advisors Springfield, Missouri $213M AUM 24.93% 1-Year Est. Return

GM Advisory Group's FNX Position: Q1 2017 in Review

GM Advisory Group sold out of First Trust Mid Cap Core AlphaDEX Fund (FNX) in Q1 2017, closing a stake of 3,928 shares — an estimated $222K sold.

GM Advisory Group first reported a position in FNX in Q4 2016 and held it in 1 quarter. The position peaked at $222K in Q4 2016. 93 funds tracked by Wall St. Rank hold FNX as of Q1 2017.

GM Advisory Group reported no remaining First Trust Mid Cap Core AlphaDEX Fund position as of Q1 2017 after selling out during the quarter.
GM Advisory Group sold 3,928 First Trust Mid Cap Core AlphaDEX Fund shares in Q1 2017, an estimated $222K.
GM Advisory Group first reported a position in First Trust Mid Cap Core AlphaDEX Fund in Q4 2016 and held it in 1 quarter.
GM Advisory Group's First Trust Mid Cap Core AlphaDEX Fund position peaked at $222K in Q4 2016.
93 funds tracked by Wall St. Rank held First Trust Mid Cap Core AlphaDEX Fund as of Q1 2017.

Based on GM Advisory Group's 13F filing for Q1 2017, filed 12 May 2017.