S.C. Financial Services’s First Trust Mid Cap Core AlphaDEX Fund FNX Stock Holding History

S.C. Financial Services’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	$263K	Buy	2,993 +72	+2%	+$6.36K	0.4%	85
2022 Q3	$234K	Sell	2,921 -932	-24%	-$82.9K	0.37%	95
2022 Q2	$322K	Sell	3,853 -311	-7%	-$28.6K	0.5%	72
2022 Q1	$409K	Buy	4,164 +64	+2%	+$6.24K	0.53%	64
2021 Q4	$418K	Buy	+4,100	New	+$420K	0.48%	69

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

S.C. Financial Services's FNX Position: Q4 2022 in Review

S.C. Financial Services increased its First Trust Mid Cap Core AlphaDEX Fund (FNX) stake by 2.5% in Q4 2022, buying an estimated $6.36K and bringing the position to 2,993 shares worth $263K. The position accounts for 0.4% of the portfolio, ranked #85.

S.C. Financial Services first reported a position in FNX in Q4 2021 and has held it in 5 quarters since. The position peaked at $418K in Q4 2021. 162 funds tracked by Wall St. Rank hold FNX as of Q4 2022.

S.C. Financial Services held 2,993 shares of First Trust Mid Cap Core AlphaDEX Fund worth $263K as of Q4 2022.
S.C. Financial Services bought 72 First Trust Mid Cap Core AlphaDEX Fund shares in Q4 2022, an estimated $6.36K.
First Trust Mid Cap Core AlphaDEX Fund made up 0.4% of S.C. Financial Services's portfolio in Q4 2022, its #85 holding.
S.C. Financial Services first reported a position in First Trust Mid Cap Core AlphaDEX Fund in Q4 2021 and has held it in 5 quarters since.
S.C. Financial Services's First Trust Mid Cap Core AlphaDEX Fund position peaked at $418K in Q4 2021.
162 funds tracked by Wall St. Rank held First Trust Mid Cap Core AlphaDEX Fund as of Q4 2022.

Based on S.C. Financial Services's 13F filing for Q4 2022, filed 20 Jan 2023.