SignatureFD’s First Trust Mid Cap Core AlphaDEX Fund FNX Stock Holding History

SignatureFD’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
2023 Q4	–	Sell	-266	Closed	-$24.5K	–	3177
2023 Q3	$24.5K	Hold	266	–	–	﹤0.01%	1751
2023 Q2	$25.6K	Hold	266	–	–	﹤0.01%	1763
2023 Q1	$23.9K	Hold	266	–	–	﹤0.01%	1769
2022 Q4	$23.4K	Sell	266 -69	-21%	-$6.09K	﹤0.01%	1724
2022 Q3	$27K	Buy	+335	New	+$29.8K	﹤0.01%	1591
2014 Q2	–	Sell	-183	Closed	-$9K	–	916
2014 Q1	$9K	Buy	+183	New	+$9.19K	﹤0.01%	423

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

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 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

RJA

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

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

SignatureFD's FNX Position: Q4 2023 in Review

SignatureFD sold out of First Trust Mid Cap Core AlphaDEX Fund (FNX) in Q4 2023, closing a stake of 266 shares — an estimated $24.5K sold.

SignatureFD first reported a position in FNX in Q1 2014 and held it in 6 quarters. The position peaked at $27K in Q3 2022. 171 funds tracked by Wall St. Rank hold FNX as of Q4 2023.

SignatureFD reported no remaining First Trust Mid Cap Core AlphaDEX Fund position as of Q4 2023 after selling out during the quarter.
SignatureFD sold 266 First Trust Mid Cap Core AlphaDEX Fund shares in Q4 2023, an estimated $24.5K.
SignatureFD first reported a position in First Trust Mid Cap Core AlphaDEX Fund in Q1 2014 and held it in 6 quarters.
SignatureFD's First Trust Mid Cap Core AlphaDEX Fund position peaked at $27K in Q3 2022.
171 funds tracked by Wall St. Rank held First Trust Mid Cap Core AlphaDEX Fund as of Q4 2023.

Based on SignatureFD's 13F filing for Q4 2023, filed 1 Feb 2024.