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IAG Wealth Partners’s First Trust Mid Cap Core AlphaDEX Fund FNX Stock Holding History

IAG Wealth 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
Q2 		– Sell
-400
Closed -$20K – 430
2020
Q1 		$20K Sell
400
-64
-14% -$4.15K 0.01% 149
2019
Q4 		$34K Buy
+464
New +$32.4K 0.02% 137

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 $377B AUM 19.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

IAG Wealth Partners's FNX Position: Q2 2020 in Review

IAG Wealth Partners sold out of First Trust Mid Cap Core AlphaDEX Fund (FNX) in Q2 2020, closing a stake of 400 shares — an estimated $20K sold.

IAG Wealth Partners first reported a position in FNX in Q4 2019 and held it in 2 quarters. The position peaked at $34K in Q4 2019. 99 funds tracked by Wall St. Rank hold FNX as of Q2 2020.

  • IAG Wealth Partners reported no remaining First Trust Mid Cap Core AlphaDEX Fund position as of Q2 2020 after selling out during the quarter.
  • IAG Wealth Partners sold 400 First Trust Mid Cap Core AlphaDEX Fund shares in Q2 2020, an estimated $20K.
  • IAG Wealth Partners first reported a position in First Trust Mid Cap Core AlphaDEX Fund in Q4 2019 and held it in 2 quarters.
  • IAG Wealth Partners's First Trust Mid Cap Core AlphaDEX Fund position peaked at $34K in Q4 2019.
  • 99 funds tracked by Wall St. Rank held First Trust Mid Cap Core AlphaDEX Fund as of Q2 2020.

Based on IAG Wealth Partners's 13F filing for Q2 2020, filed 11 Feb 2021.