IMA Advisory Services’s First Trust Mid Cap Core AlphaDEX Fund FNX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q4
Sell
-32
Closed -$2K 330
2018
Q3
$2K Buy
+32
New +$2.28K ﹤0.01% 299

Other funds holding FNX

IMA Advisory Services's FNX Position: Q4 2018 in Review

IMA Advisory Services sold out of First Trust Mid Cap Core AlphaDEX Fund (FNX) in Q4 2018, closing a stake of 32 shares — an estimated $2K sold.

IMA Advisory Services first reported a position in FNX in Q3 2018 and held it in 1 quarter. The position peaked at $2K in Q3 2018. 113 funds tracked by Wall St. Rank hold FNX as of Q4 2018.

  • IMA Advisory Services reported no remaining First Trust Mid Cap Core AlphaDEX Fund position as of Q4 2018 after selling out during the quarter.
  • IMA Advisory Services sold 32 First Trust Mid Cap Core AlphaDEX Fund shares in Q4 2018, an estimated $2K.
  • IMA Advisory Services first reported a position in First Trust Mid Cap Core AlphaDEX Fund in Q3 2018 and held it in 1 quarter.
  • IMA Advisory Services's First Trust Mid Cap Core AlphaDEX Fund position peaked at $2K in Q3 2018.
  • 113 funds tracked by Wall St. Rank held First Trust Mid Cap Core AlphaDEX Fund as of Q4 2018.

Based on IMA Advisory Services's 13F filing for Q4 2018, filed 15 Jan 2019.