Koshinski Asset Management’s First Trust Mid Cap Core AlphaDEX Fund FNX Stock Holding History

Koshinski Asset 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
2024 Q2	–	Sell	-1,977	Closed	-$224K	–	617
2024 Q1	$224K	Sell	1,977 -1,813	-48%	-$191K	0.02%	514
2023 Q4	$396K	Buy	+3,790	New	+$355K	0.06%	329
2022 Q2	–	Sell	-1,586	Closed	-$156K	–	1084
2022 Q1	$156K	Hold	1,586	–	–	0.01%	678
2021 Q4	$163K	Hold	1,586	–	–	0.01%	690
2021 Q3	$155K	Buy	+1,586	New	+$158K	0.01%	693

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

KAS

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

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

Koshinski Asset Management's FNX Position: Q2 2024 in Review

Koshinski Asset Management sold out of First Trust Mid Cap Core AlphaDEX Fund (FNX) in Q2 2024, closing a stake of 1,977 shares — an estimated $224K sold.

Koshinski Asset Management first reported a position in FNX in Q3 2021 and held it in 5 quarters. The position peaked at $396K in Q4 2023. 179 funds tracked by Wall St. Rank hold FNX as of Q2 2024.

Koshinski Asset Management reported no remaining First Trust Mid Cap Core AlphaDEX Fund position as of Q2 2024 after selling out during the quarter.
Koshinski Asset Management sold 1,977 First Trust Mid Cap Core AlphaDEX Fund shares in Q2 2024, an estimated $224K.
Koshinski Asset Management first reported a position in First Trust Mid Cap Core AlphaDEX Fund in Q3 2021 and held it in 5 quarters.
Koshinski Asset Management's First Trust Mid Cap Core AlphaDEX Fund position peaked at $396K in Q4 2023.
179 funds tracked by Wall St. Rank held First Trust Mid Cap Core AlphaDEX Fund as of Q2 2024.

Based on Koshinski Asset Management's 13F filing for Q2 2024, filed 12 Jul 2024.