Hayden Royal’s First Trust Mid Cap Value AlphaDEX Fund FNK Stock Holding History

Hayden Royal’s Portfolio FNK Stock Details FNK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-19,416	Closed	-$863K	–	123
2021 Q2	$863K	Buy	19,416 +258	+1%	+$11.6K	0.48%	58
2021 Q1	$821K	Buy	+19,158	New	+$764K	0.47%	59

Other funds holding FNK

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

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

KWM

Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return

BFEC

Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return

SPC

Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

Hayden Royal's FNK Position: Q3 2021 in Review

Hayden Royal sold out of First Trust Mid Cap Value AlphaDEX Fund (FNK) in Q3 2021, closing a stake of 19,416 shares — an estimated $863K sold.

Hayden Royal first reported a position in FNK in Q1 2021 and held it in 2 quarters. The position peaked at $863K in Q2 2021. 41 funds tracked by Wall St. Rank hold FNK as of Q3 2021.

Hayden Royal reported no remaining First Trust Mid Cap Value AlphaDEX Fund position as of Q3 2021 after selling out during the quarter.
Hayden Royal sold 19,416 First Trust Mid Cap Value AlphaDEX Fund shares in Q3 2021, an estimated $863K.
Hayden Royal first reported a position in First Trust Mid Cap Value AlphaDEX Fund in Q1 2021 and held it in 2 quarters.
Hayden Royal's First Trust Mid Cap Value AlphaDEX Fund position peaked at $863K in Q2 2021.
41 funds tracked by Wall St. Rank held First Trust Mid Cap Value AlphaDEX Fund as of Q3 2021.

Based on Hayden Royal's 13F filing for Q3 2021, filed 15 Nov 2021.