Kistler-Tiffany Companies’s First Trust Mid Cap Core AlphaDEX Fund FNX Stock Holding History

Kistler-Tiffany Companies’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	$449K	Hold	4,665	–	–	0.07%	210
2023 Q1	$420K	Hold	4,665	–	–	0.08%	192
2022 Q4	$410K	Buy	4,665 +4,055	+665%	+$358K	0.08%	165
2022 Q3	$49K	Buy	+610	New	+$54.3K	0.01%	378

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

Kistler-Tiffany Companies's FNX Position: Q2 2023 in Review

Kistler-Tiffany Companies held its First Trust Mid Cap Core AlphaDEX Fund (FNX) position steady in Q2 2023 at 4,665 shares worth $449K. The position accounts for 0.07% of the portfolio, ranked #210.

Kistler-Tiffany Companies first reported a position in FNX in Q3 2022 and has held it in 4 quarters since. 155 funds tracked by Wall St. Rank hold FNX as of Q2 2023.

Kistler-Tiffany Companies held 4,665 shares of First Trust Mid Cap Core AlphaDEX Fund worth $449K as of Q2 2023.
Kistler-Tiffany Companies left its First Trust Mid Cap Core AlphaDEX Fund share count unchanged in Q2 2023.
First Trust Mid Cap Core AlphaDEX Fund made up 0.07% of Kistler-Tiffany Companies's portfolio in Q2 2023, its #210 holding.
Kistler-Tiffany Companies first reported a position in First Trust Mid Cap Core AlphaDEX Fund in Q3 2022 and has held it in 4 quarters since.
155 funds tracked by Wall St. Rank held First Trust Mid Cap Core AlphaDEX Fund as of Q2 2023.

Based on Kistler-Tiffany Companies's 13F filing for Q2 2023, filed 1 Aug 2023.