Personal CFO Solutions’s First Trust Mid Cap Core AlphaDEX Fund FNX Stock Holding History

Personal CFO 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
2024 Q1	–	Sell	-15,026	Closed	-$1.57M	–	556
2023 Q4	$1.57M	Buy	15,026 +1,525	+11%	+$143K	0.27%	71
2023 Q3	$1.24M	Buy	13,501 +3,386	+33%	+$327K	0.25%	82
2023 Q2	$974K	Buy	10,115 +1,730	+21%	+$156K	0.2%	101
2023 Q1	$754K	Buy	8,385 +1,080	+15%	+$100K	0.16%	125
2022 Q4	$642K	Buy	+7,305	New	+$645K	0.14%	149

Other funds holding FNX

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

KAS

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

KWM

Kaydan Wealth Management Fenton, Michigan $299M AUM 18.98% 1-Year Est. Return

RJA

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

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

Personal CFO Solutions's FNX Position: Q1 2024 in Review

Personal CFO Solutions sold out of First Trust Mid Cap Core AlphaDEX Fund (FNX) in Q1 2024, closing a stake of 15,026 shares — an estimated $1.57M sold.

Personal CFO Solutions first reported a position in FNX in Q4 2022 and held it in 5 quarters. The position peaked at $1.57M in Q4 2023. 169 funds tracked by Wall St. Rank hold FNX as of Q1 2024.

Personal CFO Solutions reported no remaining First Trust Mid Cap Core AlphaDEX Fund position as of Q1 2024 after selling out during the quarter.
Personal CFO Solutions sold 15,026 First Trust Mid Cap Core AlphaDEX Fund shares in Q1 2024, an estimated $1.57M.
Personal CFO Solutions first reported a position in First Trust Mid Cap Core AlphaDEX Fund in Q4 2022 and held it in 5 quarters.
Personal CFO Solutions's First Trust Mid Cap Core AlphaDEX Fund position peaked at $1.57M in Q4 2023.
169 funds tracked by Wall St. Rank held First Trust Mid Cap Core AlphaDEX Fund as of Q1 2024.

Based on Personal CFO Solutions's 13F filing for Q1 2024, filed 13 May 2024.