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

Great Diamond 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
2020
Q1 		– Sell
-774
Closed -$56K – 297
2019
Q4 		$56K Buy
+774
New +$54.1K 0.02% 284

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RJFSA
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Royal Bank of Canada
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Baird Financial Group
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Susquehanna International Group
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Stifel Financial
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Great Diamond Partners's FNX Position: Q1 2020 in Review

Great Diamond Partners sold out of First Trust Mid Cap Core AlphaDEX Fund (FNX) in Q1 2020, closing a stake of 774 shares — an estimated $56K sold.

Great Diamond Partners first reported a position in FNX in Q4 2019 and held it in 1 quarter. The position peaked at $56K in Q4 2019. 103 funds tracked by Wall St. Rank hold FNX as of Q1 2020.

  • Great Diamond Partners reported no remaining First Trust Mid Cap Core AlphaDEX Fund position as of Q1 2020 after selling out during the quarter.
  • Great Diamond Partners sold 774 First Trust Mid Cap Core AlphaDEX Fund shares in Q1 2020, an estimated $56K.
  • Great Diamond Partners first reported a position in First Trust Mid Cap Core AlphaDEX Fund in Q4 2019 and held it in 1 quarter.
  • Great Diamond Partners's First Trust Mid Cap Core AlphaDEX Fund position peaked at $56K in Q4 2019.
  • 103 funds tracked by Wall St. Rank held First Trust Mid Cap Core AlphaDEX Fund as of Q1 2020.

Based on Great Diamond Partners's 13F filing for Q1 2020, filed 1 May 2020.