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

LexAurum 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
2021 Q4	–	Sell	-32,272	Closed	-$3.15M	–	264
2021 Q3	$3.15M	Buy	32,272 +2	+0%	+$199	0.93%	21
2021 Q2	$3.23M	Buy	+32,270	New	+$3.17M	0.96%	19
2018 Q2	–	Sell	-20,556	Closed	-$1.34M	–	147
2018 Q1	$1.34M	Buy	20,556 +2,365	+13%	+$158K	1.14%	19
2017 Q4	$1.24M	Buy	+18,191	New	+$1.16M	1.16%	22

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

LexAurum Advisors's FNX Position: Q4 2021 in Review

LexAurum Advisors sold out of First Trust Mid Cap Core AlphaDEX Fund (FNX) in Q4 2021, closing a stake of 32,272 shares — an estimated $3.15M sold.

LexAurum Advisors first reported a position in FNX in Q4 2017 and held it in 4 quarters. The position peaked at $3.23M in Q2 2021. 159 funds tracked by Wall St. Rank hold FNX as of Q4 2021.

LexAurum Advisors reported no remaining First Trust Mid Cap Core AlphaDEX Fund position as of Q4 2021 after selling out during the quarter.
LexAurum Advisors sold 32,272 First Trust Mid Cap Core AlphaDEX Fund shares in Q4 2021, an estimated $3.15M.
LexAurum Advisors first reported a position in First Trust Mid Cap Core AlphaDEX Fund in Q4 2017 and held it in 4 quarters.
LexAurum Advisors's First Trust Mid Cap Core AlphaDEX Fund position peaked at $3.23M in Q2 2021.
159 funds tracked by Wall St. Rank held First Trust Mid Cap Core AlphaDEX Fund as of Q4 2021.

Based on LexAurum Advisors's 13F filing for Q4 2021, filed 24 Jan 2022.