NNP
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Nachman Norwood & Parrott’s First Trust Mid Cap Value AlphaDEX Fund FNK Stock Holding History

Nachman Norwood & Parrott’s Portfolio FNK Stock Details FNK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-100
Closed -$3K – 529
2020
Q3 		$3K Buy
+100
New +$2.83K ﹤0.01% 1035

Other funds holding FNK

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
WP
WealthSource Partners San Luis Obispo, California $1.54B AUM 16.68% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Nachman Norwood & Parrott's FNK Position: Q4 2020 in Review

Nachman Norwood & Parrott sold out of First Trust Mid Cap Value AlphaDEX Fund (FNK) in Q4 2020, closing a stake of 100 shares — an estimated $3K sold.

Nachman Norwood & Parrott first reported a position in FNK in Q3 2020 and held it in 1 quarter. The position peaked at $3K in Q3 2020. 25 funds tracked by Wall St. Rank hold FNK as of Q4 2020.

  • Nachman Norwood & Parrott reported no remaining First Trust Mid Cap Value AlphaDEX Fund position as of Q4 2020 after selling out during the quarter.
  • Nachman Norwood & Parrott sold 100 First Trust Mid Cap Value AlphaDEX Fund shares in Q4 2020, an estimated $3K.
  • Nachman Norwood & Parrott first reported a position in First Trust Mid Cap Value AlphaDEX Fund in Q3 2020 and held it in 1 quarter.
  • Nachman Norwood & Parrott's First Trust Mid Cap Value AlphaDEX Fund position peaked at $3K in Q3 2020.
  • 25 funds tracked by Wall St. Rank held First Trust Mid Cap Value AlphaDEX Fund as of Q4 2020.

Based on Nachman Norwood & Parrott's 13F filing for Q4 2020, filed 19 Jan 2021.