Sage Private Wealth Group’s First Trust Mid Cap Core AlphaDEX Fund FNX Stock Holding History

Sage Private Wealth 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
2022 Q4	–	Sell	-127	Closed	-$10K	–	89
2022 Q3	$10K	Hold	127	–	–	0.01%	147
2022 Q2	$11K	Buy	127 +1	+0.8%	+$92	0.02%	137
2022 Q1	$12K	Hold	126	–	–	0.01%	137
2021 Q4	$13K	Hold	126	–	–	0.02%	135
2021 Q3	$12K	Hold	126	–	–	0.02%	139
2021 Q2	$13K	Buy	126 +1	+0.8%	+$98	0.02%	133
2021 Q1	$12K	Hold	125	–	–	0.02%	138
2020 Q4	$10K	Buy	+125	New	+$9.46K	0.03%	132

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

Sage Private Wealth Group's FNX Position: Q4 2022 in Review

Sage Private Wealth Group sold out of First Trust Mid Cap Core AlphaDEX Fund (FNX) in Q4 2022, closing a stake of 127 shares — an estimated $10K sold.

Sage Private Wealth Group first reported a position in FNX in Q4 2020 and held it in 8 quarters. The position peaked at $13K in Q4 2021. 162 funds tracked by Wall St. Rank hold FNX as of Q4 2022.

Sage Private Wealth Group reported no remaining First Trust Mid Cap Core AlphaDEX Fund position as of Q4 2022 after selling out during the quarter.
Sage Private Wealth Group sold 127 First Trust Mid Cap Core AlphaDEX Fund shares in Q4 2022, an estimated $10K.
Sage Private Wealth Group first reported a position in First Trust Mid Cap Core AlphaDEX Fund in Q4 2020 and held it in 8 quarters.
Sage Private Wealth Group's First Trust Mid Cap Core AlphaDEX Fund position peaked at $13K in Q4 2021.
162 funds tracked by Wall St. Rank held First Trust Mid Cap Core AlphaDEX Fund as of Q4 2022.

Based on Sage Private Wealth Group's 13F filing for Q4 2022, filed 29 Jan 2025.