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PFG Private Wealth Management’s First Trust Mid Cap Core AlphaDEX Fund FNX Stock Holding History

PFG Private Wealth Management’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
Q3 		– Sell
-332
Closed -$32K – 309
2023
Q2 		$32K Buy
+332
New +$29.9K 0.02% 162

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
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

PFG Private Wealth Management's FNX Position: Q3 2023 in Review

PFG Private Wealth Management sold out of First Trust Mid Cap Core AlphaDEX Fund (FNX) in Q3 2023, closing a stake of 332 shares — an estimated $32K sold.

PFG Private Wealth Management first reported a position in FNX in Q2 2023 and held it in 1 quarter. The position peaked at $32K in Q2 2023. 158 funds tracked by Wall St. Rank hold FNX as of Q3 2023.

  • PFG Private Wealth Management reported no remaining First Trust Mid Cap Core AlphaDEX Fund position as of Q3 2023 after selling out during the quarter.
  • PFG Private Wealth Management sold 332 First Trust Mid Cap Core AlphaDEX Fund shares in Q3 2023, an estimated $32K.
  • PFG Private Wealth Management first reported a position in First Trust Mid Cap Core AlphaDEX Fund in Q2 2023 and held it in 1 quarter.
  • PFG Private Wealth Management's First Trust Mid Cap Core AlphaDEX Fund position peaked at $32K in Q2 2023.
  • 158 funds tracked by Wall St. Rank held First Trust Mid Cap Core AlphaDEX Fund as of Q3 2023.

Based on PFG Private Wealth Management's 13F filing for Q3 2023, filed 24 Oct 2023.