HH
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Hilltop Holdings’s First Trust Mid Cap Core AlphaDEX Fund FNX Stock Holding History

Hilltop Holdings’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
2014
Q3 		– Sell
-4,555
Closed -$243K – 208
2014
Q2 		$243K Hold
4,555
– – 0.11% 198
2014
Q1 		$234K Hold
4,555
– – 0.12% 196
2013
Q4 		$230K Hold
4,555
– – 0.12% 199
2013
Q3 		$209K Buy
+4,555
New +$204K 0.12% 185

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
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
DWA
Dorsey Wright & Associates Pasadena, California $807M AUM 65.46% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AIA
Arrow Investment Advisors Laurel, Maryland $93.9M AUM 10.95% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Hilltop Holdings's FNX Position: Q3 2014 in Review

Hilltop Holdings sold out of First Trust Mid Cap Core AlphaDEX Fund (FNX) in Q3 2014, closing a stake of 4,555 shares — an estimated $243K sold.

Hilltop Holdings first reported a position in FNX in Q3 2013 and held it in 4 quarters. The position peaked at $243K in Q2 2014. 69 funds tracked by Wall St. Rank hold FNX as of Q3 2014.

  • Hilltop Holdings reported no remaining First Trust Mid Cap Core AlphaDEX Fund position as of Q3 2014 after selling out during the quarter.
  • Hilltop Holdings sold 4,555 First Trust Mid Cap Core AlphaDEX Fund shares in Q3 2014, an estimated $243K.
  • Hilltop Holdings first reported a position in First Trust Mid Cap Core AlphaDEX Fund in Q3 2013 and held it in 4 quarters.
  • Hilltop Holdings's First Trust Mid Cap Core AlphaDEX Fund position peaked at $243K in Q2 2014.
  • 69 funds tracked by Wall St. Rank held First Trust Mid Cap Core AlphaDEX Fund as of Q3 2014.

Based on Hilltop Holdings's 13F filing for Q3 2014, filed 14 Nov 2014.