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Strategic Investment Solutions’s First Trust Mid Cap Core AlphaDEX Fund FNX Stock Holding History

Strategic Investment Solutions’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
2023
Q4 		– Sell
-777
Closed -$73.8K – 1140
2023
Q3 		$73.8K Buy
+777
New +$75K ﹤0.01% 581

Other funds holding FNX

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
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
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Strategic Investment Solutions's FNX Position: Q4 2023 in Review

Strategic Investment Solutions sold out of First Trust Mid Cap Core AlphaDEX Fund (FNX) in Q4 2023, closing a stake of 777 shares — an estimated $73.8K sold.

Strategic Investment Solutions first reported a position in FNX in Q3 2023 and held it in 1 quarter. The position peaked at $73.8K in Q3 2023. 171 funds tracked by Wall St. Rank hold FNX as of Q4 2023.

  • Strategic Investment Solutions reported no remaining First Trust Mid Cap Core AlphaDEX Fund position as of Q4 2023 after selling out during the quarter.
  • Strategic Investment Solutions sold 777 First Trust Mid Cap Core AlphaDEX Fund shares in Q4 2023, an estimated $73.8K.
  • Strategic Investment Solutions first reported a position in First Trust Mid Cap Core AlphaDEX Fund in Q3 2023 and held it in 1 quarter.
  • Strategic Investment Solutions's First Trust Mid Cap Core AlphaDEX Fund position peaked at $73.8K in Q3 2023.
  • 171 funds tracked by Wall St. Rank held First Trust Mid Cap Core AlphaDEX Fund as of Q4 2023.

Based on Strategic Investment Solutions's 13F filing for Q4 2023, filed 13 Feb 2024.