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

RiverTree 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
2022 Q4	–	Sell	-96,914	Closed	-$3.7M	–	38
2022 Q3	$3.7M	Buy	96,914 +10,425	+12%	+$447K	3.03%	13
2022 Q2	$3.52M	Buy	86,489 +515	+0.6%	+$22.8K	2.74%	15
2022 Q1	$4.01M	Buy	+85,974	New	+$3.99M	2.7%	16

Other funds holding FNK

TIM

Total Investment Management Scottsdale, Arizona $858M AUM 9.96% 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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

BFEC

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

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

KWM

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

RiverTree Advisors's FNK Position: Q4 2022 in Review

RiverTree Advisors sold out of First Trust Mid Cap Value AlphaDEX Fund (FNK) in Q4 2022, closing a stake of 96,914 shares — an estimated $3.7M sold.

RiverTree Advisors first reported a position in FNK in Q1 2022 and held it in 3 quarters. The position peaked at $4.01M in Q1 2022. 62 funds tracked by Wall St. Rank hold FNK as of Q4 2022.

RiverTree Advisors reported no remaining First Trust Mid Cap Value AlphaDEX Fund position as of Q4 2022 after selling out during the quarter.
RiverTree Advisors sold 96,914 First Trust Mid Cap Value AlphaDEX Fund shares in Q4 2022, an estimated $3.7M.
RiverTree Advisors first reported a position in First Trust Mid Cap Value AlphaDEX Fund in Q1 2022 and held it in 3 quarters.
RiverTree Advisors's First Trust Mid Cap Value AlphaDEX Fund position peaked at $4.01M in Q1 2022.
62 funds tracked by Wall St. Rank held First Trust Mid Cap Value AlphaDEX Fund as of Q4 2022.

Based on RiverTree Advisors's 13F filing for Q4 2022, filed 3 Feb 2023.