Plante Moran Financial Advisors’s First Trust Mid Cap Core AlphaDEX Fund FNX Stock Holding History

Plante Moran Financial 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
2022 Q4	–	Sell	-155	Closed	-$12K	–	902
2022 Q3	$12K	Buy	+155	New	+$13.8K	﹤0.01%	553
2020 Q2	–	Sell	-342	Closed	-$16K	–	782
2020 Q1	$16K	Hold	342	–	–	0.01%	421
2019 Q4	$25K	Hold	342	–	–	0.01%	424
2019 Q3	$23K	Hold	342	–	–	0.01%	468
2019 Q2	$24K	Buy	342 +217	+174%	+$14.7K	0.01%	453
2019 Q1	$8K	Buy	+125	New	+$8.17K	﹤0.01%	571

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

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

KAS

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

RJA

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Plante Moran Financial Advisors's FNX Position: Q4 2022 in Review

Plante Moran Financial Advisors sold out of First Trust Mid Cap Core AlphaDEX Fund (FNX) in Q4 2022, closing a stake of 155 shares — an estimated $12K sold.

Plante Moran Financial Advisors first reported a position in FNX in Q1 2019 and held it in 6 quarters. The position peaked at $25K in Q4 2019. 162 funds tracked by Wall St. Rank hold FNX as of Q4 2022.

Plante Moran Financial Advisors reported no remaining First Trust Mid Cap Core AlphaDEX Fund position as of Q4 2022 after selling out during the quarter.
Plante Moran Financial Advisors sold 155 First Trust Mid Cap Core AlphaDEX Fund shares in Q4 2022, an estimated $12K.
Plante Moran Financial Advisors first reported a position in First Trust Mid Cap Core AlphaDEX Fund in Q1 2019 and held it in 6 quarters.
Plante Moran Financial Advisors's First Trust Mid Cap Core AlphaDEX Fund position peaked at $25K in Q4 2019.
162 funds tracked by Wall St. Rank held First Trust Mid Cap Core AlphaDEX Fund as of Q4 2022.

Based on Plante Moran Financial Advisors's 13F filing for Q4 2022, filed 9 Feb 2023.