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McIlrath & Eck’s First Trust Mid Cap Core AlphaDEX Fund FNX Stock Holding History

McIlrath & Eck’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
2024
Q4 		– Sell
-126
Closed -$14.8K – 999
2024
Q3 		$14.8K Buy
126
+1
+0.8% +$113 ﹤0.01% 542
2024
Q2 		$13.6K Hold
125
– – ﹤0.01% 543
2024
Q1 		$14.2K Buy
+125
New +$13.2K ﹤0.01% 541

Other funds holding FNX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

McIlrath & Eck's FNX Position: Q4 2024 in Review

McIlrath & Eck sold out of First Trust Mid Cap Core AlphaDEX Fund (FNX) in Q4 2024, closing a stake of 126 shares — an estimated $14.8K sold.

McIlrath & Eck first reported a position in FNX in Q1 2024 and held it in 3 quarters. The position peaked at $14.8K in Q3 2024. 191 funds tracked by Wall St. Rank hold FNX as of Q4 2024.

  • McIlrath & Eck reported no remaining First Trust Mid Cap Core AlphaDEX Fund position as of Q4 2024 after selling out during the quarter.
  • McIlrath & Eck sold 126 First Trust Mid Cap Core AlphaDEX Fund shares in Q4 2024, an estimated $14.8K.
  • McIlrath & Eck first reported a position in First Trust Mid Cap Core AlphaDEX Fund in Q1 2024 and held it in 3 quarters.
  • McIlrath & Eck's First Trust Mid Cap Core AlphaDEX Fund position peaked at $14.8K in Q3 2024.
  • 191 funds tracked by Wall St. Rank held First Trust Mid Cap Core AlphaDEX Fund as of Q4 2024.

Based on McIlrath & Eck's 13F filing for Q4 2024, filed 18 Feb 2025.