Stonebridge Financial Planning Group’s First Trust Mid Cap Core AlphaDEX Fund FNX Stock Holding History

Stonebridge Financial Planning Group’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
2020 Q3	–	Sell	-300	Closed	-$19K	–	388
2020 Q2	$19K	Hold	300	–	–	0.02%	269
2020 Q1	$15K	Sell	300 -125	-29%	-$8.1K	0.02%	268
2019 Q4	$31K	Buy	+425	New	+$29.7K	0.03%	200

Other funds holding FNX

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $570B AUM 27.57% 1-Year Est. Return

KAS

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

RJA

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

Stonebridge Financial Planning Group's FNX Position: Q3 2020 in Review

Stonebridge Financial Planning Group sold out of First Trust Mid Cap Core AlphaDEX Fund (FNX) in Q3 2020, closing a stake of 300 shares — an estimated $19K sold.

Stonebridge Financial Planning Group first reported a position in FNX in Q4 2019 and held it in 3 quarters. The position peaked at $31K in Q4 2019. 94 funds tracked by Wall St. Rank hold FNX as of Q3 2020.

Stonebridge Financial Planning Group reported no remaining First Trust Mid Cap Core AlphaDEX Fund position as of Q3 2020 after selling out during the quarter.
Stonebridge Financial Planning Group sold 300 First Trust Mid Cap Core AlphaDEX Fund shares in Q3 2020, an estimated $19K.
Stonebridge Financial Planning Group first reported a position in First Trust Mid Cap Core AlphaDEX Fund in Q4 2019 and held it in 3 quarters.
Stonebridge Financial Planning Group's First Trust Mid Cap Core AlphaDEX Fund position peaked at $31K in Q4 2019.
94 funds tracked by Wall St. Rank held First Trust Mid Cap Core AlphaDEX Fund as of Q3 2020.

Based on Stonebridge Financial Planning Group's 13F filing for Q3 2020, filed 26 Oct 2020.