TLFA
FNX icon

True Link Financial Advisors’s First Trust Mid Cap Core AlphaDEX Fund FNX Stock Holding History

True Link Financial Advisors’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
Q1 		– Sell
-131
Closed -$13K – 174
2021
Q4 		$13K Buy
+131
New +$13.4K ﹤0.01% 612

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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

True Link Financial Advisors's FNX Position: Q1 2022 in Review

True Link Financial Advisors sold out of First Trust Mid Cap Core AlphaDEX Fund (FNX) in Q1 2022, closing a stake of 131 shares — an estimated $13K sold.

True Link Financial Advisors first reported a position in FNX in Q4 2021 and held it in 1 quarter. The position peaked at $13K in Q4 2021. 151 funds tracked by Wall St. Rank hold FNX as of Q1 2022.

  • True Link Financial Advisors reported no remaining First Trust Mid Cap Core AlphaDEX Fund position as of Q1 2022 after selling out during the quarter.
  • True Link Financial Advisors sold 131 First Trust Mid Cap Core AlphaDEX Fund shares in Q1 2022, an estimated $13K.
  • True Link Financial Advisors first reported a position in First Trust Mid Cap Core AlphaDEX Fund in Q4 2021 and held it in 1 quarter.
  • True Link Financial Advisors's First Trust Mid Cap Core AlphaDEX Fund position peaked at $13K in Q4 2021.
  • 151 funds tracked by Wall St. Rank held First Trust Mid Cap Core AlphaDEX Fund as of Q1 2022.

Based on True Link Financial Advisors's 13F filing for Q1 2022, filed 16 May 2022.