Titus Wealth Management’s First Trust Mid Cap Core AlphaDEX Fund FNX Stock Holding History

Titus Wealth 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 Q2	$314K	Buy	3,748 +100	+3%	+$9.19K	0.16%	108
2022 Q1	$358K	Hold	3,648	–	–	0.16%	99
2021 Q4	$375K	Buy	3,648 +173	+5%	+$17.7K	0.17%	98
2021 Q3	$339K	Sell	3,475 -25	-0.7%	-$2.49K	0.18%	95
2021 Q2	$350K	Buy	3,500 +50	+1%	+$4.91K	0.19%	91
2021 Q1	$324K	Sell	3,450 -110	-3%	-$9.98K	0.19%	89
2020 Q4	$296K	Sell	3,560 -690	-16%	-$52.2K	0.18%	93
2020 Q3	$280K	Sell	4,250 -228	-5%	-$15K	0.2%	90
2020 Q2	$280K	Sell	4,478 -200	-4%	-$11.4K	0.22%	81
2020 Q1	$226K	Sell	4,678 -634	-12%	-$41.1K	0.21%	88
2019 Q4	$385K	Sell	5,312 -1,494	-22%	-$104K	0.39%	61
2019 Q3	$460K	Sell	6,806 -310	-4%	-$21K	0.42%	47
2019 Q2	$490K	Sell	7,116 -139	-2%	-$9.44K	0.48%	43
2019 Q1	$486	Buy	7,255 +995	+16%	+$65K	0.43%	47
2018 Q4	$361	Buy	+6,260	New	+$400K	0.31%	55

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

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

Titus Wealth Management's FNX Position: Q2 2022 in Review

Titus Wealth Management increased its First Trust Mid Cap Core AlphaDEX Fund (FNX) stake by 2.7% in Q2 2022, buying an estimated $9.19K and bringing the position to 3,748 shares worth $314K. The position accounts for 0.16% of the portfolio, ranked #108.

Titus Wealth Management first reported a position in FNX in Q4 2018 and has held it in 15 quarters since. The position peaked at $490K in Q2 2019. 141 funds tracked by Wall St. Rank hold FNX as of Q2 2022.

Titus Wealth Management held 3,748 shares of First Trust Mid Cap Core AlphaDEX Fund worth $314K as of Q2 2022.
Titus Wealth Management bought 100 First Trust Mid Cap Core AlphaDEX Fund shares in Q2 2022, an estimated $9.19K.
First Trust Mid Cap Core AlphaDEX Fund made up 0.16% of Titus Wealth Management's portfolio in Q2 2022, its #108 holding.
Titus Wealth Management first reported a position in First Trust Mid Cap Core AlphaDEX Fund in Q4 2018 and has held it in 15 quarters since.
Titus Wealth Management's First Trust Mid Cap Core AlphaDEX Fund position peaked at $490K in Q2 2019.
141 funds tracked by Wall St. Rank held First Trust Mid Cap Core AlphaDEX Fund as of Q2 2022.

Based on Titus Wealth Management's 13F filing for Q2 2022, filed 9 Nov 2022.