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

Tradition 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
2024 Q1	–	Sell	-1,250	Closed	-$131K	–	669
2023 Q4	$131K	Hold	1,250	–	–	0.01%	397
2023 Q3	$115K	Hold	1,250	–	–	0.01%	407
2023 Q2	$120K	Hold	1,250	–	–	0.01%	415
2023 Q1	$112K	Hold	1,250	–	–	0.01%	414
2022 Q4	$110K	Hold	1,250	–	–	0.02%	355
2022 Q3	$100K	Hold	1,250	–	–	0.02%	364
2022 Q2	$105K	Hold	1,250	–	–	0.02%	350
2022 Q1	$123K	Hold	1,250	–	–	0.02%	366
2021 Q4	$129K	Hold	1,250	–	–	0.02%	355
2021 Q3	$122K	Hold	1,250	–	–	0.02%	336
2021 Q2	$125K	Hold	1,250	–	–	0.02%	350
2021 Q1	$117K	Sell	1,250 -543	-30%	-$49.3K	0.02%	306
2020 Q4	$149K	Buy	+1,793	New	+$136K	0.03%	257

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

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 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

KWM

Kaydan Wealth Management Fenton, Michigan $299M AUM 18.98% 1-Year Est. Return

RJA

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

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

Tradition Wealth Management's FNX Position: Q1 2024 in Review

Tradition Wealth Management sold out of First Trust Mid Cap Core AlphaDEX Fund (FNX) in Q1 2024, closing a stake of 1,250 shares — an estimated $131K sold.

Tradition Wealth Management first reported a position in FNX in Q4 2020 and held it in 13 quarters. The position peaked at $149K in Q4 2020. 169 funds tracked by Wall St. Rank hold FNX as of Q1 2024.

Tradition Wealth Management reported no remaining First Trust Mid Cap Core AlphaDEX Fund position as of Q1 2024 after selling out during the quarter.
Tradition Wealth Management sold 1,250 First Trust Mid Cap Core AlphaDEX Fund shares in Q1 2024, an estimated $131K.
Tradition Wealth Management first reported a position in First Trust Mid Cap Core AlphaDEX Fund in Q4 2020 and held it in 13 quarters.
Tradition Wealth Management's First Trust Mid Cap Core AlphaDEX Fund position peaked at $149K in Q4 2020.
169 funds tracked by Wall St. Rank held First Trust Mid Cap Core AlphaDEX Fund as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.