Liberty Wealth Management’s First Trust Mid Cap Core AlphaDEX Fund FNX Stock Holding History

Liberty Wealth 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
2020 Q3	–	Sell	-175	Closed	-$11K	–	892
2020 Q2	$11K	Buy	175 +1	+0.6%	+$57	0.01%	469
2020 Q1	$8K	Hold	174	–	–	0.01%	499
2019 Q4	$12K	Buy	174 +1	+0.6%	+$70	0.01%	507
2019 Q3	$11K	Buy	173 +1	+0.6%	+$68	0.01%	500
2019 Q2	$12K	Hold	172	–	–	0.01%	482
2019 Q1	$11K	Hold	172	–	–	0.01%	421
2018 Q4	$9K	Buy	+172	New	+$11K	0.01%	442

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

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

KAS

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

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

Liberty Wealth Management's FNX Position: Q3 2020 in Review

Liberty Wealth Management sold out of First Trust Mid Cap Core AlphaDEX Fund (FNX) in Q3 2020, closing a stake of 175 shares — an estimated $11K sold.

Liberty Wealth Management first reported a position in FNX in Q4 2018 and held it in 7 quarters. The position peaked at $12K in Q4 2019. 94 funds tracked by Wall St. Rank hold FNX as of Q3 2020.

Liberty Wealth Management reported no remaining First Trust Mid Cap Core AlphaDEX Fund position as of Q3 2020 after selling out during the quarter.
Liberty Wealth Management sold 175 First Trust Mid Cap Core AlphaDEX Fund shares in Q3 2020, an estimated $11K.
Liberty Wealth Management first reported a position in First Trust Mid Cap Core AlphaDEX Fund in Q4 2018 and held it in 7 quarters.
Liberty Wealth Management's First Trust Mid Cap Core AlphaDEX Fund position peaked at $12K in Q4 2019.
94 funds tracked by Wall St. Rank held First Trust Mid Cap Core AlphaDEX Fund as of Q3 2020.

Based on Liberty Wealth Management's 13F filing for Q3 2020, filed 5 Nov 2020.