PCA Investment Advisory Services’s First Trust Mid Cap Core AlphaDEX Fund FNX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
-1,274
Closed -$123K 220
2023
Q2
$123K Sell
1,274
-960
-43% -$86.5K 0.07% 171
2023
Q1
$201K Buy
+2,234
New +$207K 0.14% 112

Other funds holding FNX

PCA Investment Advisory Services's FNX Position: Q3 2023 in Review

PCA Investment Advisory Services sold out of First Trust Mid Cap Core AlphaDEX Fund (FNX) in Q3 2023, closing a stake of 1,274 shares — an estimated $123K sold.

PCA Investment Advisory Services first reported a position in FNX in Q1 2023 and held it in 2 quarters. The position peaked at $201K in Q1 2023. 158 funds tracked by Wall St. Rank hold FNX as of Q3 2023.

  • PCA Investment Advisory Services reported no remaining First Trust Mid Cap Core AlphaDEX Fund position as of Q3 2023 after selling out during the quarter.
  • PCA Investment Advisory Services sold 1,274 First Trust Mid Cap Core AlphaDEX Fund shares in Q3 2023, an estimated $123K.
  • PCA Investment Advisory Services first reported a position in First Trust Mid Cap Core AlphaDEX Fund in Q1 2023 and held it in 2 quarters.
  • PCA Investment Advisory Services's First Trust Mid Cap Core AlphaDEX Fund position peaked at $201K in Q1 2023.
  • 158 funds tracked by Wall St. Rank held First Trust Mid Cap Core AlphaDEX Fund as of Q3 2023.

Based on PCA Investment Advisory Services's 13F filing for Q3 2023, filed 13 Nov 2023.