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Patriot Financial Group Insurance Agency’s First Trust Mid Cap Core AlphaDEX Fund FNX Stock Holding History

Patriot Financial Group Insurance Agency’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
2019
Q2 		– Sell
-541
Closed -$36K – 1441
2019
Q1 		$36K Buy
+541
New +$35.4K 0.02% 431

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UBS Group
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RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Patriot Financial Group Insurance Agency's FNX Position: Q2 2019 in Review

Patriot Financial Group Insurance Agency sold out of First Trust Mid Cap Core AlphaDEX Fund (FNX) in Q2 2019, closing a stake of 541 shares — an estimated $36K sold.

Patriot Financial Group Insurance Agency first reported a position in FNX in Q1 2019 and held it in 1 quarter. The position peaked at $36K in Q1 2019. 113 funds tracked by Wall St. Rank hold FNX as of Q2 2019.

  • Patriot Financial Group Insurance Agency reported no remaining First Trust Mid Cap Core AlphaDEX Fund position as of Q2 2019 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 541 First Trust Mid Cap Core AlphaDEX Fund shares in Q2 2019, an estimated $36K.
  • Patriot Financial Group Insurance Agency first reported a position in First Trust Mid Cap Core AlphaDEX Fund in Q1 2019 and held it in 1 quarter.
  • Patriot Financial Group Insurance Agency's First Trust Mid Cap Core AlphaDEX Fund position peaked at $36K in Q1 2019.
  • 113 funds tracked by Wall St. Rank held First Trust Mid Cap Core AlphaDEX Fund as of Q2 2019.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2019, filed 7 Aug 2019.