Iams Wealth Management’s First Trust Mid Cap Core AlphaDEX Fund FNX Stock Holding History

Iams Wealth Management’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
2023 Q2	–	Sell	-13,498	Closed	-$1.19M	–	162
2023 Q1	$1.19M	Buy	13,498 +3,222	+31%	+$298K	0.99%	34
2022 Q4	$903K	Buy	+10,276	New	+$907K	0.92%	34

Other funds holding FNX

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

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

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

RJFSA

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

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

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

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Iams Wealth Management's FNX Position: Q2 2023 in Review

Iams Wealth Management sold out of First Trust Mid Cap Core AlphaDEX Fund (FNX) in Q2 2023, closing a stake of 13,498 shares — an estimated $1.19M sold.

Iams Wealth Management first reported a position in FNX in Q4 2022 and held it in 2 quarters. The position peaked at $1.19M in Q1 2023. 155 funds tracked by Wall St. Rank hold FNX as of Q2 2023.

Iams Wealth Management reported no remaining First Trust Mid Cap Core AlphaDEX Fund position as of Q2 2023 after selling out during the quarter.
Iams Wealth Management sold 13,498 First Trust Mid Cap Core AlphaDEX Fund shares in Q2 2023, an estimated $1.19M.
Iams Wealth Management first reported a position in First Trust Mid Cap Core AlphaDEX Fund in Q4 2022 and held it in 2 quarters.
Iams Wealth Management's First Trust Mid Cap Core AlphaDEX Fund position peaked at $1.19M in Q1 2023.
155 funds tracked by Wall St. Rank held First Trust Mid Cap Core AlphaDEX Fund as of Q2 2023.

Based on Iams Wealth Management's 13F filing for Q2 2023, filed 30 Oct 2023.