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

Maia Wealth’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
2023 Q4	$542K	Buy	+5,193	New	+$487K	0.22%	91

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

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 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

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

Maia Wealth's FNX Position: Q4 2023 in Review

Maia Wealth opened a new position in First Trust Mid Cap Core AlphaDEX Fund (FNX) in Q4 2023: 5,193 shares worth $542K. The stake represents 0.22% of the portfolio and ranks #91 among its holdings.

171 funds tracked by Wall St. Rank hold FNX as of Q4 2023.

Maia Wealth held 5,193 shares of First Trust Mid Cap Core AlphaDEX Fund worth $542K as of Q4 2023.
First Trust Mid Cap Core AlphaDEX Fund was a new Maia Wealth position in Q4 2023.
First Trust Mid Cap Core AlphaDEX Fund made up 0.22% of Maia Wealth's portfolio in Q4 2023, its #91 holding.
171 funds tracked by Wall St. Rank held First Trust Mid Cap Core AlphaDEX Fund as of Q4 2023.

Based on Maia Wealth's 13F filing for Q4 2023, filed 13 Feb 2024.