MUFG Americas’s First Trust Mid Cap Core AlphaDEX Fund FNX Stock Holding History

MUFG Americas’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 Q4	–	Sell	-202	Closed	-$16K	–	305
2022 Q3	$16K	Hold	202	–	–	﹤0.01%	637
2022 Q2	$17K	Hold	202	–	–	﹤0.01%	621
2022 Q1	$20K	Hold	202	–	–	﹤0.01%	645
2021 Q4	$21K	Buy	+202	New	+$20.7K	﹤0.01%	685

Other funds holding FNX

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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 $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

KAS

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

RJA

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

MUFG Americas's FNX Position: Q4 2022 in Review

MUFG Americas sold out of First Trust Mid Cap Core AlphaDEX Fund (FNX) in Q4 2022, closing a stake of 202 shares — an estimated $16K sold.

MUFG Americas first reported a position in FNX in Q4 2021 and held it in 4 quarters. The position peaked at $21K in Q4 2021. 162 funds tracked by Wall St. Rank hold FNX as of Q4 2022.

MUFG Americas reported no remaining First Trust Mid Cap Core AlphaDEX Fund position as of Q4 2022 after selling out during the quarter.
MUFG Americas sold 202 First Trust Mid Cap Core AlphaDEX Fund shares in Q4 2022, an estimated $16K.
MUFG Americas first reported a position in First Trust Mid Cap Core AlphaDEX Fund in Q4 2021 and held it in 4 quarters.
MUFG Americas's First Trust Mid Cap Core AlphaDEX Fund position peaked at $21K in Q4 2021.
162 funds tracked by Wall St. Rank held First Trust Mid Cap Core AlphaDEX Fund as of Q4 2022.

Based on MUFG Americas's 13F filing for Q4 2022.