Pinnacle Family Advisors’s First Trust Mid Cap Core AlphaDEX Fund FNX Stock Holding History

Pinnacle Family Advisors’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	-2,273	Closed	-$219K	–	93
2023 Q2	$219K	Sell	2,273 -10,542	-82%	-$949K	0.12%	94
2023 Q1	$1.15M	Buy	12,815 +10,383	+427%	+$961K	0.7%	29
2022 Q4	$214K	Sell	2,432 -136	-5%	-$12K	0.15%	87
2022 Q3	$206K	Buy	2,568 +35	+1%	+$3.12K	0.18%	78
2022 Q2	$212K	Buy	2,533 +146	+6%	+$13.4K	0.17%	83
2022 Q1	$234K	Buy	2,387 +335	+16%	+$32.7K	0.12%	107
2021 Q4	$211K	Buy	+2,052	New	+$210K	0.1%	103
2021 Q3	–	Sell	-31,517	Closed	-$3.15M	–	145
2021 Q2	$3.15M	Buy	31,517 +7,992	+34%	+$784K	1.38%	18
2021 Q1	$2.21M	Buy	+23,525	New	+$2.13M	1.16%	21
2020 Q1	–	Sell	-3,078	Closed	-$223K	–	70
2019 Q4	$223K	Sell	3,078 -1,244	-29%	-$87K	0.2%	72
2019 Q3	$292K	Buy	4,322 +6	+0.1%	+$407	0.26%	59
2019 Q2	$297K	Buy	4,316 +3	+0.1%	+$204	0.25%	64
2019 Q1	$289K	Sell	4,313 -200	-4%	-$13.1K	0.26%	61
2018 Q4	$261K	Buy	4,513 +6	+0.1%	+$383	0.18%	54
2018 Q3	$323K	Buy	4,507 +2	+0%	+$142	0.17%	55
2018 Q2	$308K	Sell	4,505 -106,616	-96%	-$7.19M	0.16%	58
2018 Q1	$7.27M	Buy	111,121 +106,620	+2,369%	+$7.1M	4.15%	9
2017 Q4	$296K	Buy	4,501 +5	+0.1%	+$320	0.14%	62
2017 Q3	$278K	Buy	4,496 +3	+0.1%	+$179	0.13%	64
2017 Q2	$266K	Sell	4,493 -150,453	-97%	-$8.81M	0.15%	61
2017 Q1	$9.06M	Buy	154,946 +46,532	+43%	+$2.7M	5.6%	5
2016 Q4	$6.11M	Buy	+108,414	New	+$5.86M	3.74%	7

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 $31B AUM 28.39% 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

RJA

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

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Pinnacle Family Advisors's FNX Position: Q3 2023 in Review

Pinnacle Family Advisors sold out of First Trust Mid Cap Core AlphaDEX Fund (FNX) in Q3 2023, closing a stake of 2,273 shares — an estimated $219K sold.

Pinnacle Family Advisors first reported a position in FNX in Q4 2016 and held it in 22 quarters. The position peaked at $9.06M in Q1 2017. 158 funds tracked by Wall St. Rank hold FNX as of Q3 2023.

Pinnacle Family Advisors reported no remaining First Trust Mid Cap Core AlphaDEX Fund position as of Q3 2023 after selling out during the quarter.
Pinnacle Family Advisors sold 2,273 First Trust Mid Cap Core AlphaDEX Fund shares in Q3 2023, an estimated $219K.
Pinnacle Family Advisors first reported a position in First Trust Mid Cap Core AlphaDEX Fund in Q4 2016 and held it in 22 quarters.
Pinnacle Family Advisors's First Trust Mid Cap Core AlphaDEX Fund position peaked at $9.06M in Q1 2017.
158 funds tracked by Wall St. Rank held First Trust Mid Cap Core AlphaDEX Fund as of Q3 2023.

Based on Pinnacle Family Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.