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Trinity Legacy Partners’s First Trust Mid Cap Core AlphaDEX Fund FNX Stock Holding History

Trinity Legacy Partners’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
Q3 		– Sell
-2,390
Closed -$202K – 83
2022
Q2 		$202K Buy
+2,390
New +$220K 0.08% 94

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UBS Group
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KAS
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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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Trinity Legacy Partners's FNX Position: Q3 2022 in Review

Trinity Legacy Partners sold out of First Trust Mid Cap Core AlphaDEX Fund (FNX) in Q3 2022, closing a stake of 2,390 shares — an estimated $202K sold.

Trinity Legacy Partners first reported a position in FNX in Q2 2022 and held it in 1 quarter. The position peaked at $202K in Q2 2022. 147 funds tracked by Wall St. Rank hold FNX as of Q3 2022.

  • Trinity Legacy Partners reported no remaining First Trust Mid Cap Core AlphaDEX Fund position as of Q3 2022 after selling out during the quarter.
  • Trinity Legacy Partners sold 2,390 First Trust Mid Cap Core AlphaDEX Fund shares in Q3 2022, an estimated $202K.
  • Trinity Legacy Partners first reported a position in First Trust Mid Cap Core AlphaDEX Fund in Q2 2022 and held it in 1 quarter.
  • Trinity Legacy Partners's First Trust Mid Cap Core AlphaDEX Fund position peaked at $202K in Q2 2022.
  • 147 funds tracked by Wall St. Rank held First Trust Mid Cap Core AlphaDEX Fund as of Q3 2022.

Based on Trinity Legacy Partners's 13F filing for Q3 2022, filed 12 Oct 2022.