Strategic Asset Management’s First Trust Mid Cap Core AlphaDEX Fund FNX Stock Holding History

Strategic Asset 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
2022 Q3	$67K	Hold	837	–	–	0.12%	122
2022 Q2	$70K	Hold	837	–	–	0.11%	122
2022 Q1	$82K	Hold	837	–	–	0.12%	116
2021 Q4	$86K	Hold	837	–	–	0.12%	107
2021 Q3	$84K	Buy	+837	New	+$83.3K	0.12%	111

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

RJFSA

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

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

KAS

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RJA

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Strategic Asset Management's FNX Position: Q3 2022 in Review

Strategic Asset Management held its First Trust Mid Cap Core AlphaDEX Fund (FNX) position steady in Q3 2022 at 837 shares worth $67K. The position accounts for 0.12% of the portfolio, ranked #122.

Strategic Asset Management first reported a position in FNX in Q3 2021 and has held it in 5 quarters since. The position peaked at $86K in Q4 2021. 147 funds tracked by Wall St. Rank hold FNX as of Q3 2022.

Strategic Asset Management held 837 shares of First Trust Mid Cap Core AlphaDEX Fund worth $67K as of Q3 2022.
Strategic Asset Management left its First Trust Mid Cap Core AlphaDEX Fund share count unchanged in Q3 2022.
First Trust Mid Cap Core AlphaDEX Fund made up 0.12% of Strategic Asset Management's portfolio in Q3 2022, its #122 holding.
Strategic Asset Management first reported a position in First Trust Mid Cap Core AlphaDEX Fund in Q3 2021 and has held it in 5 quarters since.
Strategic Asset Management's First Trust Mid Cap Core AlphaDEX Fund position peaked at $86K in Q4 2021.
147 funds tracked by Wall St. Rank held First Trust Mid Cap Core AlphaDEX Fund as of Q3 2022.

Based on Strategic Asset Management's 13F filing for Q3 2022, filed 1 Nov 2022.