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IFP Advisors’s First Trust Mid Cap Value AlphaDEX Fund FNK Stock Holding History

IFP Advisors’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
2020
Q2 		– Sell
-1,031
Closed -$26.1K – 2800
2020
Q1 		$25K Buy
1,031
+189
+22% +$5.83K ﹤0.01% 1398
2019
Q4 		$32K Buy
+842
New +$29.2K ﹤0.01% 1428
2016
Q4 		– Sell
-200
Closed -$6.25K – 4031
2016
Q3 		$6K Hold
200
– – ﹤0.01% 3130
2016
Q2 		$6K Buy
+200
New +$5.65K ﹤0.01% 3022

Other funds holding FNK

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

IFP Advisors's FNK Position: Q2 2020 in Review

IFP Advisors sold out of First Trust Mid Cap Value AlphaDEX Fund (FNK) in Q2 2020, closing a stake of 1,031 shares — an estimated $26.1K sold.

IFP Advisors first reported a position in FNK in Q2 2016 and held it in 4 quarters. The position peaked at $32K in Q4 2019. 25 funds tracked by Wall St. Rank hold FNK as of Q2 2020.

  • IFP Advisors reported no remaining First Trust Mid Cap Value AlphaDEX Fund position as of Q2 2020 after selling out during the quarter.
  • IFP Advisors sold 1,031 First Trust Mid Cap Value AlphaDEX Fund shares in Q2 2020, an estimated $26.1K.
  • IFP Advisors first reported a position in First Trust Mid Cap Value AlphaDEX Fund in Q2 2016 and held it in 4 quarters.
  • IFP Advisors's First Trust Mid Cap Value AlphaDEX Fund position peaked at $32K in Q4 2019.
  • 25 funds tracked by Wall St. Rank held First Trust Mid Cap Value AlphaDEX Fund as of Q2 2020.

Based on IFP Advisors's 13F filing for Q2 2020, filed 5 Aug 2020.