Laurel Wealth Advisors (California)’s First Trust Mid Cap Core AlphaDEX Fund FNX Stock Holding History

Laurel Wealth Advisors (California)’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
2020 Q1	–	Sell	-3,447	Closed	-$250K	–	385
2019 Q4	$250K	Buy	3,447 +4	+0.1%	+$280	0.04%	391
2019 Q3	$233K	Buy	3,443 +83	+2%	+$5.63K	0.04%	401
2019 Q2	$231K	Sell	3,360 -69	-2%	-$4.69K	0.05%	358
2019 Q1	$230K	Buy	+3,429	New	+$224K	0.06%	341
2018 Q4	–	Sell	-3,427	Closed	-$245K	–	376
2018 Q3	$245K	Buy	+3,427	New	+$244K	0.06%	332

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

LPL Financial San Diego, California $377B AUM 19.32% 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

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Laurel Wealth Advisors (California)'s FNX Position: Q1 2020 in Review

Laurel Wealth Advisors (California) sold out of First Trust Mid Cap Core AlphaDEX Fund (FNX) in Q1 2020, closing a stake of 3,447 shares — an estimated $250K sold.

Laurel Wealth Advisors (California) first reported a position in FNX in Q3 2018 and held it in 5 quarters. The position peaked at $250K in Q4 2019. 103 funds tracked by Wall St. Rank hold FNX as of Q1 2020.

Laurel Wealth Advisors (California) reported no remaining First Trust Mid Cap Core AlphaDEX Fund position as of Q1 2020 after selling out during the quarter.
Laurel Wealth Advisors (California) sold 3,447 First Trust Mid Cap Core AlphaDEX Fund shares in Q1 2020, an estimated $250K.
Laurel Wealth Advisors (California) first reported a position in First Trust Mid Cap Core AlphaDEX Fund in Q3 2018 and held it in 5 quarters.
Laurel Wealth Advisors (California)'s First Trust Mid Cap Core AlphaDEX Fund position peaked at $250K in Q4 2019.
103 funds tracked by Wall St. Rank held First Trust Mid Cap Core AlphaDEX Fund as of Q1 2020.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q1 2020, filed 15 May 2020.