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	–	1297
2021 Q1	$84K	Buy	+850	New	+$77.1K	﹤0.01%	1442
2020 Q4	–	Sell	-34	Closed	-$2K	–	2738
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 $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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 Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Sowell Financial Services's FNX Position: Q2 2021 in Review

Sowell Financial Services sold out of First Trust Mid Cap Core AlphaDEX Fund (FNX) in Q2 2021, closing a stake of 850 shares — an estimated $84K sold.

Sowell Financial Services first reported a position in FNX in Q4 2018 and held it in 8 quarters. The position peaked at $384K in Q1 2019. 140 funds tracked by Wall St. Rank hold FNX as of Q2 2021.

Sowell Financial Services reported no remaining First Trust Mid Cap Core AlphaDEX Fund position as of Q2 2021 after selling out during the quarter.
Sowell Financial Services sold 850 First Trust Mid Cap Core AlphaDEX Fund shares in Q2 2021, an estimated $84K.
Sowell Financial Services first reported a position in First Trust Mid Cap Core AlphaDEX Fund in Q4 2018 and held it in 8 quarters.
Sowell Financial Services's First Trust Mid Cap Core AlphaDEX Fund position peaked at $384K in Q1 2019.
140 funds tracked by Wall St. Rank held First Trust Mid Cap Core AlphaDEX Fund as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.