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Schrum Private Wealth Management’s First Trust Mid Cap Core AlphaDEX Fund FNX Stock Holding History

Schrum Private Wealth Management’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
2024
Q4 		– Sell
-2,124
Closed -$249K – 142
2024
Q3 		$249K Buy
+2,124
New +$239K 0.13% 149

Other funds holding FNX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Schrum Private Wealth Management's FNX Position: Q4 2024 in Review

Schrum Private Wealth Management sold out of First Trust Mid Cap Core AlphaDEX Fund (FNX) in Q4 2024, closing a stake of 2,124 shares — an estimated $249K sold.

Schrum Private Wealth Management first reported a position in FNX in Q3 2024 and held it in 1 quarter. The position peaked at $249K in Q3 2024. 191 funds tracked by Wall St. Rank hold FNX as of Q4 2024.

  • Schrum Private Wealth Management reported no remaining First Trust Mid Cap Core AlphaDEX Fund position as of Q4 2024 after selling out during the quarter.
  • Schrum Private Wealth Management sold 2,124 First Trust Mid Cap Core AlphaDEX Fund shares in Q4 2024, an estimated $249K.
  • Schrum Private Wealth Management first reported a position in First Trust Mid Cap Core AlphaDEX Fund in Q3 2024 and held it in 1 quarter.
  • Schrum Private Wealth Management's First Trust Mid Cap Core AlphaDEX Fund position peaked at $249K in Q3 2024.
  • 191 funds tracked by Wall St. Rank held First Trust Mid Cap Core AlphaDEX Fund as of Q4 2024.

Based on Schrum Private Wealth Management's 13F filing for Q4 2024, filed 7 Feb 2025.