HWIS
FNX icon

Hancock Whitney Investment Services’s First Trust Mid Cap Core AlphaDEX Fund FNX Stock Holding History

Hancock Whitney Investment Services’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
2022
Q1 		– Sell
-2,370
Closed -$244K – 145
2021
Q4 		$244K Buy
+2,370
New +$243K 0.04% 259

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Hancock Whitney Investment Services's FNX Position: Q1 2022 in Review

Hancock Whitney Investment Services sold out of First Trust Mid Cap Core AlphaDEX Fund (FNX) in Q1 2022, closing a stake of 2,370 shares — an estimated $244K sold.

Hancock Whitney Investment Services first reported a position in FNX in Q4 2021 and held it in 1 quarter. The position peaked at $244K in Q4 2021. 151 funds tracked by Wall St. Rank hold FNX as of Q1 2022.

  • Hancock Whitney Investment Services reported no remaining First Trust Mid Cap Core AlphaDEX Fund position as of Q1 2022 after selling out during the quarter.
  • Hancock Whitney Investment Services sold 2,370 First Trust Mid Cap Core AlphaDEX Fund shares in Q1 2022, an estimated $244K.
  • Hancock Whitney Investment Services first reported a position in First Trust Mid Cap Core AlphaDEX Fund in Q4 2021 and held it in 1 quarter.
  • Hancock Whitney Investment Services's First Trust Mid Cap Core AlphaDEX Fund position peaked at $244K in Q4 2021.
  • 151 funds tracked by Wall St. Rank held First Trust Mid Cap Core AlphaDEX Fund as of Q1 2022.

Based on Hancock Whitney Investment Services's 13F filing for Q1 2022, filed 13 May 2022.