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

Plotkin 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
2020
Q1 		– Sell
-3,416
Closed -$248K – 59
2019
Q4 		$248K Buy
+3,416
New +$239K 0.23% 57

Other funds holding FNX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Plotkin Financial Advisors's FNX Position: Q1 2020 in Review

Plotkin Financial Advisors sold out of First Trust Mid Cap Core AlphaDEX Fund (FNX) in Q1 2020, closing a stake of 3,416 shares — an estimated $248K sold.

Plotkin Financial Advisors first reported a position in FNX in Q4 2019 and held it in 1 quarter. The position peaked at $248K in Q4 2019. 103 funds tracked by Wall St. Rank hold FNX as of Q1 2020.

  • Plotkin Financial Advisors reported no remaining First Trust Mid Cap Core AlphaDEX Fund position as of Q1 2020 after selling out during the quarter.
  • Plotkin Financial Advisors sold 3,416 First Trust Mid Cap Core AlphaDEX Fund shares in Q1 2020, an estimated $248K.
  • Plotkin Financial Advisors first reported a position in First Trust Mid Cap Core AlphaDEX Fund in Q4 2019 and held it in 1 quarter.
  • Plotkin Financial Advisors's First Trust Mid Cap Core AlphaDEX Fund position peaked at $248K in Q4 2019.
  • 103 funds tracked by Wall St. Rank held First Trust Mid Cap Core AlphaDEX Fund as of Q1 2020.

Based on Plotkin Financial Advisors's 13F filing for Q1 2020, filed 15 Nov 2024.