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Pinnacle Family Advisors’s First Trust Mid Cap Value AlphaDEX Fund FNK Stock Holding History

Pinnacle Family Advisors’s Portfolio FNK Stock Details FNK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-46,730
Closed -$2.04M – 103
2023
Q1 		$2.04M Buy
+46,730
New +$2.14M 1.24% 20

Other funds holding FNK

TIM
Total Investment Management Scottsdale, Arizona $858M AUM 9.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Pinnacle Family Advisors's FNK Position: Q2 2023 in Review

Pinnacle Family Advisors sold out of First Trust Mid Cap Value AlphaDEX Fund (FNK) in Q2 2023, closing a stake of 46,730 shares — an estimated $2.04M sold.

Pinnacle Family Advisors first reported a position in FNK in Q1 2023 and held it in 1 quarter. The position peaked at $2.04M in Q1 2023. 58 funds tracked by Wall St. Rank hold FNK as of Q2 2023.

  • Pinnacle Family Advisors reported no remaining First Trust Mid Cap Value AlphaDEX Fund position as of Q2 2023 after selling out during the quarter.
  • Pinnacle Family Advisors sold 46,730 First Trust Mid Cap Value AlphaDEX Fund shares in Q2 2023, an estimated $2.04M.
  • Pinnacle Family Advisors first reported a position in First Trust Mid Cap Value AlphaDEX Fund in Q1 2023 and held it in 1 quarter.
  • Pinnacle Family Advisors's First Trust Mid Cap Value AlphaDEX Fund position peaked at $2.04M in Q1 2023.
  • 58 funds tracked by Wall St. Rank held First Trust Mid Cap Value AlphaDEX Fund as of Q2 2023.

Based on Pinnacle Family Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.