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Good Life Advisors’s First Trust Mid Cap Core AlphaDEX Fund FNX Stock Holding History

Good Life Advisors’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
-2,826
Closed -$331K – 525
2024
Q3 		$331K Buy
+2,826
New +$318K 0.02% 439
2021
Q2 		– Sell
-2,473
Closed -$232K – 328
2021
Q1 		$232K Buy
2,473
+5
+0.2% +$454 0.05% 265
2020
Q4 		$206K Buy
+2,468
New +$187K 0.05% 250
2020
Q1 		– Sell
-4,281
Closed -$310K – 238
2019
Q4 		$310K Sell
4,281
-611
-12% -$42.7K 0.09% 184
2019
Q3 		$330K Sell
4,892
-841
-15% -$57.1K 0.1% 159
2019
Q2 		$394K Sell
5,733
-406
-7% -$27.6K 0.11% 136
2019
Q1 		$411K Buy
6,139
+1
+0% +$65 0.12% 136
2018
Q4 		$355K Sell
6,138
-31
-0.5% -$1.98K 0.11% 143
2018
Q3 		$443K Buy
6,169
+1
+0% +$71 0.13% 129
2018
Q2 		$423K Sell
6,168
-212
-3% -$14.3K 0.13% 126
2018
Q1 		$406K Buy
6,380
+132
+2% +$8.79K 0.14% 126
2017
Q4 		$420K Buy
6,248
+181
+3% +$11.6K 0.13% 121
2017
Q3 		$378K Sell
6,067
-1,727
-22% -$103K 0.14% 113
2017
Q2 		$461K Sell
7,794
-233
-3% -$13.6K 0.2% 85
2017
Q1 		$461K Sell
8,027
-349
-4% -$20.3K 0.22% 77
2016
Q4 		$481K Buy
+8,376
New +$453K 0.28% 63

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

Good Life Advisors's FNX Position: Q4 2024 in Review

Good Life Advisors sold out of First Trust Mid Cap Core AlphaDEX Fund (FNX) in Q4 2024, closing a stake of 2,826 shares — an estimated $331K sold.

Good Life Advisors first reported a position in FNX in Q4 2016 and held it in 16 quarters. The position peaked at $481K in Q4 2016. 191 funds tracked by Wall St. Rank hold FNX as of Q4 2024.

  • Good Life Advisors reported no remaining First Trust Mid Cap Core AlphaDEX Fund position as of Q4 2024 after selling out during the quarter.
  • Good Life Advisors sold 2,826 First Trust Mid Cap Core AlphaDEX Fund shares in Q4 2024, an estimated $331K.
  • Good Life Advisors first reported a position in First Trust Mid Cap Core AlphaDEX Fund in Q4 2016 and held it in 16 quarters.
  • Good Life Advisors's First Trust Mid Cap Core AlphaDEX Fund position peaked at $481K in Q4 2016.
  • 191 funds tracked by Wall St. Rank held First Trust Mid Cap Core AlphaDEX Fund as of Q4 2024.

Based on Good Life Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.