River Wealth Advisors’s First Trust Mid Cap Value AlphaDEX Fund FNK Stock Holding History

River Wealth 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
2019 Q1	–	Sell	-19	Closed	-$1K	–	267
2018 Q4	$1K	Hold	19	–	–	﹤0.01%	520
2018 Q3	$1K	Hold	19	–	–	﹤0.01%	554
2018 Q2	$1K	Buy	+19	New	+$676	﹤0.01%	555

Other funds holding FNK

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

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

BFEC

Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return

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

RJA

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

KWM

Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

River Wealth Advisors's FNK Position: Q1 2019 in Review

River Wealth Advisors sold out of First Trust Mid Cap Value AlphaDEX Fund (FNK) in Q1 2019, closing a stake of 19 shares — an estimated $1K sold.

River Wealth Advisors first reported a position in FNK in Q2 2018 and held it in 3 quarters. The position peaked at $1K in Q4 2018. 30 funds tracked by Wall St. Rank hold FNK as of Q1 2019.

River Wealth Advisors reported no remaining First Trust Mid Cap Value AlphaDEX Fund position as of Q1 2019 after selling out during the quarter.
River Wealth Advisors sold 19 First Trust Mid Cap Value AlphaDEX Fund shares in Q1 2019, an estimated $1K.
River Wealth Advisors first reported a position in First Trust Mid Cap Value AlphaDEX Fund in Q2 2018 and held it in 3 quarters.
River Wealth Advisors's First Trust Mid Cap Value AlphaDEX Fund position peaked at $1K in Q4 2018.
30 funds tracked by Wall St. Rank held First Trust Mid Cap Value AlphaDEX Fund as of Q1 2019.

Based on River Wealth Advisors's 13F filing for Q1 2019, filed 7 May 2019.