Kraft Davis & Associates’s First Trust Mid Cap Value AlphaDEX Fund FNK Stock Holding History

Kraft Davis & Associates’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
2022 Q4	$1.17M	Buy	+24,330	New	+$1.04M	0.46%	37

Other funds holding FNK

TIM

Total Investment Management Scottsdale, Arizona $858M AUM 9.96% 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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

BFEC

Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

KWM

Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return

Kraft Davis & Associates's FNK Position: Q4 2022 in Review

Kraft Davis & Associates opened a new position in First Trust Mid Cap Value AlphaDEX Fund (FNK) in Q4 2022: 24,330 shares worth $1.17M. The stake represents 0.46% of the portfolio and ranks #37 among its holdings.

62 funds tracked by Wall St. Rank hold FNK as of Q4 2022.

Kraft Davis & Associates held 24,330 shares of First Trust Mid Cap Value AlphaDEX Fund worth $1.17M as of Q4 2022.
First Trust Mid Cap Value AlphaDEX Fund was a new Kraft Davis & Associates position in Q4 2022.
First Trust Mid Cap Value AlphaDEX Fund made up 0.46% of Kraft Davis & Associates's portfolio in Q4 2022, its #37 holding.
62 funds tracked by Wall St. Rank held First Trust Mid Cap Value AlphaDEX Fund as of Q4 2022.

Based on Kraft Davis & Associates's 13F filing for Q4 2022, filed 15 Feb 2023.