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Stifel Nicolaus & Co’s First Trust Mid Cap Core AlphaDEX Fund FNX Stock Holding History

Stifel Nicolaus & Co’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
2013
Q3 		$2.07M Buy
45,108
+18,826
+72% +$842K 0.03% 450
2013
Q2 		$1.11M Buy
+26,282
New +$1.11M 0.02% 591

Other funds holding FNX

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AIA
Arrow Investment Advisors Laurel, Maryland $93.9M AUM 10.95% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CCM
Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 1-Year Est. Return

Stifel Nicolaus & Co's FNX Position: Q3 2013 in Review

Stifel Nicolaus & Co increased its First Trust Mid Cap Core AlphaDEX Fund (FNX) stake by 72% in Q3 2013, buying an estimated $842K and bringing the position to 45,108 shares worth $2.07M. The position accounts for 0.03% of the portfolio, ranked #450.

Stifel Nicolaus & Co first reported a position in FNX in Q2 2013 and has held it in 2 quarters since. 55 funds tracked by Wall St. Rank hold FNX as of Q3 2013.

  • Stifel Nicolaus & Co held 45,108 shares of First Trust Mid Cap Core AlphaDEX Fund worth $2.07M as of Q3 2013.
  • Stifel Nicolaus & Co bought 18,826 First Trust Mid Cap Core AlphaDEX Fund shares in Q3 2013, an estimated $842K.
  • First Trust Mid Cap Core AlphaDEX Fund made up 0.03% of Stifel Nicolaus & Co's portfolio in Q3 2013, its #450 holding.
  • Stifel Nicolaus & Co first reported a position in First Trust Mid Cap Core AlphaDEX Fund in Q2 2013 and has held it in 2 quarters since.
  • 55 funds tracked by Wall St. Rank held First Trust Mid Cap Core AlphaDEX Fund as of Q3 2013.

Based on Stifel Nicolaus & Co's 13F filing for Q3 2013, filed 13 Nov 2013.