Sowell Financial Services’s First Trust Mid Cap Core AlphaDEX Fund FNX Stock Holding History

Sowell 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
2021 Q2	–	Sell	-850	Closed	-$84K	–	1298
2021 Q1	$84K	Buy	+850	New	+$77.1K	﹤0.01%	1442
2020 Q4	–	Sell	-34	Closed	-$2K	–	2742
2020 Q3	$2K	Hold	34	–	–	﹤0.01%	2216
2020 Q2	$2K	Hold	34	–	–	﹤0.01%	2149
2020 Q1	$2K	Buy	34 +6	+21%	+$389	﹤0.01%	2058
2019 Q4	$2K	Sell	28 -5,176	-99%	-$362K	﹤0.01%	2185
2019 Q3	$352K	Buy	+5,204	New	+$353K	0.03%	493
2019 Q1	$384K	Sell	5,734 -342	-6%	-$22.4K	0.04%	402
2018 Q4	$351K	Buy	+6,076	New	+$388K	0.05%	352

Other funds holding FNX

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

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

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

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return