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Orion Portfolio Solutions’s First Trust Mid Cap Core AlphaDEX Fund FNX Stock Holding History

Orion Portfolio Solutions’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
Q2 		– Sell
-2,636
Closed -$237K – 1640
2023
Q1 		$237K Buy
+2,636
New +$244K ﹤0.01% 1437

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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Royal Bank of Canada
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
UBS Group
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Orion Portfolio Solutions's FNX Position: Q2 2023 in Review

Orion Portfolio Solutions sold out of First Trust Mid Cap Core AlphaDEX Fund (FNX) in Q2 2023, closing a stake of 2,636 shares — an estimated $237K sold.

Orion Portfolio Solutions first reported a position in FNX in Q1 2023 and held it in 1 quarter. The position peaked at $237K in Q1 2023. 155 funds tracked by Wall St. Rank hold FNX as of Q2 2023.

  • Orion Portfolio Solutions reported no remaining First Trust Mid Cap Core AlphaDEX Fund position as of Q2 2023 after selling out during the quarter.
  • Orion Portfolio Solutions sold 2,636 First Trust Mid Cap Core AlphaDEX Fund shares in Q2 2023, an estimated $237K.
  • Orion Portfolio Solutions first reported a position in First Trust Mid Cap Core AlphaDEX Fund in Q1 2023 and held it in 1 quarter.
  • Orion Portfolio Solutions's First Trust Mid Cap Core AlphaDEX Fund position peaked at $237K in Q1 2023.
  • 155 funds tracked by Wall St. Rank held First Trust Mid Cap Core AlphaDEX Fund as of Q2 2023.

Based on Orion Portfolio Solutions's 13F filing for Q2 2023, filed 14 Aug 2023.