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TCI Wealth Advisors’s First Trust Mid Cap Core AlphaDEX Fund FNX Stock Holding History

TCI Wealth Advisors’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
2017
Q2 		– Sell
-2,720
Closed -$159K – 1347
2017
Q1 		$159K Hold
2,720
– – 0.08% 158
2016
Q4 		$153K Hold
2,720
– – 0.08% 168
2016
Q3 		$144K Buy
+2,720
New +$143K 0.08% 162

Other funds holding FNX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

TCI Wealth Advisors's FNX Position: Q2 2017 in Review

TCI Wealth Advisors sold out of First Trust Mid Cap Core AlphaDEX Fund (FNX) in Q2 2017, closing a stake of 2,720 shares — an estimated $159K sold.

TCI Wealth Advisors first reported a position in FNX in Q3 2016 and held it in 3 quarters. The position peaked at $159K in Q1 2017. 91 funds tracked by Wall St. Rank hold FNX as of Q2 2017.

  • TCI Wealth Advisors reported no remaining First Trust Mid Cap Core AlphaDEX Fund position as of Q2 2017 after selling out during the quarter.
  • TCI Wealth Advisors sold 2,720 First Trust Mid Cap Core AlphaDEX Fund shares in Q2 2017, an estimated $159K.
  • TCI Wealth Advisors first reported a position in First Trust Mid Cap Core AlphaDEX Fund in Q3 2016 and held it in 3 quarters.
  • TCI Wealth Advisors's First Trust Mid Cap Core AlphaDEX Fund position peaked at $159K in Q1 2017.
  • 91 funds tracked by Wall St. Rank held First Trust Mid Cap Core AlphaDEX Fund as of Q2 2017.

Based on TCI Wealth Advisors's 13F filing for Q2 2017, filed 10 Aug 2017.