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

Total Clarity 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 Q4	–	Sell	-16,399	Closed	-$1.32M	–	240
2022 Q3	$1.32M	Sell	16,399 -39	-0.2%	-$3.47K	0.82%	32
2022 Q2	$1.38M	Buy	16,438 +267	+2%	+$24.5K	0.71%	35
2022 Q1	$1.59M	Sell	16,171 -8,427	-34%	-$822K	0.87%	32
2021 Q4	$2.53M	Sell	24,598 -8,904	-27%	-$912K	1.15%	17
2021 Q3	$3.27M	Buy	33,502 +1,164	+4%	+$116K	1.56%	7
2021 Q2	$3.24M	Buy	32,338 +21,283	+193%	+$2.09M	1.81%	7
2021 Q1	$1.04M	Buy	+11,055	New	+$1M	0.6%	39

Other funds holding FNX

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

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

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

Total Clarity Wealth Management's FNX Position: Q4 2022 in Review

Total Clarity Wealth Management sold out of First Trust Mid Cap Core AlphaDEX Fund (FNX) in Q4 2022, closing a stake of 16,399 shares — an estimated $1.32M sold.

Total Clarity Wealth Management first reported a position in FNX in Q1 2021 and held it in 7 quarters. The position peaked at $3.27M in Q3 2021. 162 funds tracked by Wall St. Rank hold FNX as of Q4 2022.

Total Clarity Wealth Management reported no remaining First Trust Mid Cap Core AlphaDEX Fund position as of Q4 2022 after selling out during the quarter.
Total Clarity Wealth Management sold 16,399 First Trust Mid Cap Core AlphaDEX Fund shares in Q4 2022, an estimated $1.32M.
Total Clarity Wealth Management first reported a position in First Trust Mid Cap Core AlphaDEX Fund in Q1 2021 and held it in 7 quarters.
Total Clarity Wealth Management's First Trust Mid Cap Core AlphaDEX Fund position peaked at $3.27M in Q3 2021.
162 funds tracked by Wall St. Rank held First Trust Mid Cap Core AlphaDEX Fund as of Q4 2022.

Based on Total Clarity Wealth Management's 13F filing for Q4 2022, filed 3 Feb 2023.