Rehmann Capital Advisory Group’s First Trust Mid Cap Core AlphaDEX Fund FNX Stock Holding History

Rehmann Capital Advisory Group’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
2019 Q2	–	Sell	-775	Closed	-$52K	–	2094
2019 Q1	$52K	Hold	775	–	–	0.01%	797
2018 Q4	$44.8K	Hold	775	–	–	0.01%	616
2018 Q3	$55.5K	Hold	775	–	–	0.01%	757
2018 Q2	$53K	Hold	775	–	–	0.01%	758
2018 Q1	$51K	Buy	+775	New	+$51.6K	0.01%	757

Other funds holding FNX

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

RJA

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

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

Rehmann Capital Advisory Group's FNX Position: Q2 2019 in Review

Rehmann Capital Advisory Group sold out of First Trust Mid Cap Core AlphaDEX Fund (FNX) in Q2 2019, closing a stake of 775 shares — an estimated $52K sold.

Rehmann Capital Advisory Group first reported a position in FNX in Q1 2018 and held it in 5 quarters. The position peaked at $55.5K in Q3 2018. 113 funds tracked by Wall St. Rank hold FNX as of Q2 2019.

Rehmann Capital Advisory Group reported no remaining First Trust Mid Cap Core AlphaDEX Fund position as of Q2 2019 after selling out during the quarter.
Rehmann Capital Advisory Group sold 775 First Trust Mid Cap Core AlphaDEX Fund shares in Q2 2019, an estimated $52K.
Rehmann Capital Advisory Group first reported a position in First Trust Mid Cap Core AlphaDEX Fund in Q1 2018 and held it in 5 quarters.
Rehmann Capital Advisory Group's First Trust Mid Cap Core AlphaDEX Fund position peaked at $55.5K in Q3 2018.
113 funds tracked by Wall St. Rank held First Trust Mid Cap Core AlphaDEX Fund as of Q2 2019.

Based on Rehmann Capital Advisory Group's 13F filing for Q2 2019, filed 27 Aug 2019.