Tucker Asset Management’s First Trust Mid Cap Core AlphaDEX Fund FNX Stock Holding History

Tucker Asset 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
2023 Q2	–	Sell	-50	Closed	-$4.5K	–	1212
2023 Q1	$4.5K	Sell	50 -7	-12%	-$648	﹤0.01%	731
2022 Q4	$5.03K	Buy	57 +15	+36%	+$1.32K	﹤0.01%	440
2022 Q3	$3.75K	Sell	42 -1	-2%	-$89	﹤0.01%	479
2022 Q2	$3.6K	Sell	43 -10	-19%	-$919	﹤0.01%	379
2022 Q1	$5.2K	Buy	53 +39	+279%	+$3.8K	﹤0.01%	312
2021 Q4	$1.44K	Buy	14 +3	+27%	+$307	﹤0.01%	382
2021 Q3	$1.13K	Hold	11	–	–	﹤0.01%	333
2021 Q2	$1.1K	Hold	11	–	–	﹤0.01%	311
2021 Q1	$1.03K	Buy	+11	New	+$998	﹤0.01%	301

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

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

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Tucker Asset Management's FNX Position: Q2 2023 in Review

Tucker Asset Management sold out of First Trust Mid Cap Core AlphaDEX Fund (FNX) in Q2 2023, closing a stake of 50 shares — an estimated $4.5K sold.

Tucker Asset Management first reported a position in FNX in Q1 2021 and held it in 9 quarters. The position peaked at $5.2K in Q1 2022. 155 funds tracked by Wall St. Rank hold FNX as of Q2 2023.

Tucker Asset Management reported no remaining First Trust Mid Cap Core AlphaDEX Fund position as of Q2 2023 after selling out during the quarter.
Tucker Asset Management sold 50 First Trust Mid Cap Core AlphaDEX Fund shares in Q2 2023, an estimated $4.5K.
Tucker Asset Management first reported a position in First Trust Mid Cap Core AlphaDEX Fund in Q1 2021 and held it in 9 quarters.
Tucker Asset Management's First Trust Mid Cap Core AlphaDEX Fund position peaked at $5.2K in Q1 2022.
155 funds tracked by Wall St. Rank held First Trust Mid Cap Core AlphaDEX Fund as of Q2 2023.

Based on Tucker Asset Management's 13F filing for Q2 2023, filed 8 Sep 2023.