Parkside Financial Bank & Trust’s First Trust Mid Cap Core AlphaDEX Fund FNX Stock Holding History

Parkside Financial Bank & Trust’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
2020 Q4	–	Sell	-76	Closed	-$5K	–	1624
2020 Q3	$5K	Hold	76	–	–	﹤0.01%	926
2020 Q2	$5K	Hold	76	–	–	﹤0.01%	929
2020 Q1	$4K	Hold	76	–	–	﹤0.01%	919
2019 Q4	$6K	Hold	76	–	–	﹤0.01%	898
2019 Q3	$5K	Hold	76	–	–	﹤0.01%	924
2019 Q2	$5K	Hold	76	–	–	﹤0.01%	952
2019 Q1	$5K	Hold	76	–	–	﹤0.01%	937
2018 Q4	$4K	Hold	76	–	–	﹤0.01%	929
2018 Q3	$5K	Hold	76	–	–	﹤0.01%	901
2018 Q2	$5K	Hold	76	–	–	﹤0.01%	872
2018 Q1	$5K	Hold	76	–	–	﹤0.01%	845
2017 Q4	$5K	Hold	76	–	–	﹤0.01%	847
2017 Q3	$5K	Sell	76 -57	-43%	-$3.41K	﹤0.01%	842
2017 Q2	$8K	Buy	+133	New	+$7.79K	﹤0.01%	778

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

RJA

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

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

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

Parkside Financial Bank & Trust's FNX Position: Q4 2020 in Review

Parkside Financial Bank & Trust sold out of First Trust Mid Cap Core AlphaDEX Fund (FNX) in Q4 2020, closing a stake of 76 shares — an estimated $5K sold.

Parkside Financial Bank & Trust first reported a position in FNX in Q2 2017 and held it in 14 quarters. The position peaked at $8K in Q2 2017. 111 funds tracked by Wall St. Rank hold FNX as of Q4 2020.

Parkside Financial Bank & Trust reported no remaining First Trust Mid Cap Core AlphaDEX Fund position as of Q4 2020 after selling out during the quarter.
Parkside Financial Bank & Trust sold 76 First Trust Mid Cap Core AlphaDEX Fund shares in Q4 2020, an estimated $5K.
Parkside Financial Bank & Trust first reported a position in First Trust Mid Cap Core AlphaDEX Fund in Q2 2017 and held it in 14 quarters.
Parkside Financial Bank & Trust's First Trust Mid Cap Core AlphaDEX Fund position peaked at $8K in Q2 2017.
111 funds tracked by Wall St. Rank held First Trust Mid Cap Core AlphaDEX Fund as of Q4 2020.

Based on Parkside Financial Bank & Trust's 13F filing for Q4 2020, filed 9 Feb 2021.