JNBA Financial Advisors’s First Trust Mid Cap Core AlphaDEX Fund FNX Stock Holding History

JNBA Financial Advisors’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
2016 Q3	–	Sell	-44	Closed	-$2K	–	1613
2016 Q2	$2K	Hold	44	–	–	﹤0.01%	466
2016 Q1	$2K	Hold	44	–	–	﹤0.01%	488
2015 Q4	$2K	Hold	44	–	–	﹤0.01%	465
2015 Q3	$2K	Hold	44	–	–	﹤0.01%	466
2015 Q2	$2K	Hold	44	–	–	﹤0.01%	475
2015 Q1	$2K	Hold	44	–	–	﹤0.01%	479
2014 Q4	$2K	Hold	44	–	–	﹤0.01%	491
2014 Q3	$2K	Hold	44	–	–	﹤0.01%	523
2014 Q2	$2K	Buy	+44	New	+$2.26K	﹤0.01%	461

Other funds holding FNX

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

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

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

RJFSA

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

JNBA Financial Advisors's FNX Position: Q3 2016 in Review

JNBA Financial Advisors sold out of First Trust Mid Cap Core AlphaDEX Fund (FNX) in Q3 2016, closing a stake of 44 shares — an estimated $2K sold.

JNBA Financial Advisors first reported a position in FNX in Q2 2014 and held it in 9 quarters. The position peaked at $2K in Q2 2016. 82 funds tracked by Wall St. Rank hold FNX as of Q3 2016.

JNBA Financial Advisors reported no remaining First Trust Mid Cap Core AlphaDEX Fund position as of Q3 2016 after selling out during the quarter.
JNBA Financial Advisors sold 44 First Trust Mid Cap Core AlphaDEX Fund shares in Q3 2016, an estimated $2K.
JNBA Financial Advisors first reported a position in First Trust Mid Cap Core AlphaDEX Fund in Q2 2014 and held it in 9 quarters.
JNBA Financial Advisors's First Trust Mid Cap Core AlphaDEX Fund position peaked at $2K in Q2 2016.
82 funds tracked by Wall St. Rank held First Trust Mid Cap Core AlphaDEX Fund as of Q3 2016.

Based on JNBA Financial Advisors's 13F filing for Q3 2016, filed 14 Nov 2016.