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Sonora Investment Management’s First Trust Mid Cap Core AlphaDEX Fund FNX Stock Holding History

Sonora Investment 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
2021
Q3 		$14K Hold
148
– – ﹤0.01% 713
2021
Q2 		$15K Sell
148
-19
-11% -$1.86K ﹤0.01% 635
2021
Q1 		$16K Buy
+167
New +$15.2K ﹤0.01% 1065

Other funds holding FNX

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Sonora Investment Management's FNX Position: Q3 2021 in Review

Sonora Investment Management held its First Trust Mid Cap Core AlphaDEX Fund (FNX) position steady in Q3 2021 at 148 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #713.

Sonora Investment Management first reported a position in FNX in Q1 2021 and has held it in 3 quarters since. The position peaked at $16K in Q1 2021. 137 funds tracked by Wall St. Rank hold FNX as of Q3 2021.

  • Sonora Investment Management held 148 shares of First Trust Mid Cap Core AlphaDEX Fund worth $14K as of Q3 2021.
  • Sonora Investment Management left its First Trust Mid Cap Core AlphaDEX Fund share count unchanged in Q3 2021.
  • First Trust Mid Cap Core AlphaDEX Fund made up ﹤0.01% of Sonora Investment Management's portfolio in Q3 2021, its #713 holding.
  • Sonora Investment Management first reported a position in First Trust Mid Cap Core AlphaDEX Fund in Q1 2021 and has held it in 3 quarters since.
  • Sonora Investment Management's First Trust Mid Cap Core AlphaDEX Fund position peaked at $16K in Q1 2021.
  • 137 funds tracked by Wall St. Rank held First Trust Mid Cap Core AlphaDEX Fund as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.