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tru Independence’s First Trust Mid Cap Core AlphaDEX Fund FNX Stock Holding History

tru Independence’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
2021
Q3 		– Sell
-516
Closed -$52K – 249
2021
Q2 		$52K Buy
+516
New +$50.6K 0.02% 203

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
LPL Financial
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

tru Independence's FNX Position: Q3 2021 in Review

tru Independence sold out of First Trust Mid Cap Core AlphaDEX Fund (FNX) in Q3 2021, closing a stake of 516 shares — an estimated $52K sold.

tru Independence first reported a position in FNX in Q2 2021 and held it in 1 quarter. The position peaked at $52K in Q2 2021. 137 funds tracked by Wall St. Rank hold FNX as of Q3 2021.

  • tru Independence reported no remaining First Trust Mid Cap Core AlphaDEX Fund position as of Q3 2021 after selling out during the quarter.
  • tru Independence sold 516 First Trust Mid Cap Core AlphaDEX Fund shares in Q3 2021, an estimated $52K.
  • tru Independence first reported a position in First Trust Mid Cap Core AlphaDEX Fund in Q2 2021 and held it in 1 quarter.
  • tru Independence's First Trust Mid Cap Core AlphaDEX Fund position peaked at $52K in Q2 2021.
  • 137 funds tracked by Wall St. Rank held First Trust Mid Cap Core AlphaDEX Fund as of Q3 2021.

Based on tru Independence's 13F filing for Q3 2021, filed 12 Nov 2021.