Moloney Securities Asset Management’s First Trust Mid Cap Core AlphaDEX Fund FNX Stock Holding History

Moloney Securities Asset 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
2022 Q2	–	Sell	-2,106	Closed	-$207K	–	395
2022 Q1	$207K	Buy	+2,106	New	+$205K	0.04%	375
2021 Q4	–	Sell	-2,563	Closed	-$250K	–	451
2021 Q3	$250K	Sell	2,563 -804	-24%	-$80.1K	0.05%	354
2021 Q2	$337K	Buy	+3,367	New	+$330K	0.06%	299

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

KAS

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Moloney Securities Asset Management's FNX Position: Q2 2022 in Review

Moloney Securities Asset Management sold out of First Trust Mid Cap Core AlphaDEX Fund (FNX) in Q2 2022, closing a stake of 2,106 shares — an estimated $207K sold.

Moloney Securities Asset Management first reported a position in FNX in Q2 2021 and held it in 3 quarters. The position peaked at $337K in Q2 2021. 141 funds tracked by Wall St. Rank hold FNX as of Q2 2022.

Moloney Securities Asset Management reported no remaining First Trust Mid Cap Core AlphaDEX Fund position as of Q2 2022 after selling out during the quarter.
Moloney Securities Asset Management sold 2,106 First Trust Mid Cap Core AlphaDEX Fund shares in Q2 2022, an estimated $207K.
Moloney Securities Asset Management first reported a position in First Trust Mid Cap Core AlphaDEX Fund in Q2 2021 and held it in 3 quarters.
Moloney Securities Asset Management's First Trust Mid Cap Core AlphaDEX Fund position peaked at $337K in Q2 2021.
141 funds tracked by Wall St. Rank held First Trust Mid Cap Core AlphaDEX Fund as of Q2 2022.

Based on Moloney Securities Asset Management's 13F filing for Q2 2022, filed 3 Aug 2022.