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United Capital Financial Advisors’s First Trust Mid Cap Core AlphaDEX Fund FNX Stock Holding History

United Capital 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
Q2 		– Sell
-2,984
Closed -$293K – 1146
2022
Q1 		$293K Buy
2,984
+484
+19% +$47.2K ﹤0.01% 993
2021
Q4 		$257K Buy
+2,500
New +$256K ﹤0.01% 1083

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
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

United Capital Financial Advisors's FNX Position: Q2 2022 in Review

United Capital Financial Advisors sold out of First Trust Mid Cap Core AlphaDEX Fund (FNX) in Q2 2022, closing a stake of 2,984 shares — an estimated $293K sold.

United Capital Financial Advisors first reported a position in FNX in Q4 2021 and held it in 2 quarters. The position peaked at $293K in Q1 2022. 141 funds tracked by Wall St. Rank hold FNX as of Q2 2022.

  • United Capital Financial Advisors reported no remaining First Trust Mid Cap Core AlphaDEX Fund position as of Q2 2022 after selling out during the quarter.
  • United Capital Financial Advisors sold 2,984 First Trust Mid Cap Core AlphaDEX Fund shares in Q2 2022, an estimated $293K.
  • United Capital Financial Advisors first reported a position in First Trust Mid Cap Core AlphaDEX Fund in Q4 2021 and held it in 2 quarters.
  • United Capital Financial Advisors's First Trust Mid Cap Core AlphaDEX Fund position peaked at $293K in Q1 2022.
  • 141 funds tracked by Wall St. Rank held First Trust Mid Cap Core AlphaDEX Fund as of Q2 2022.

Based on United Capital Financial Advisors's 13F filing for Q2 2022, filed 11 Aug 2022.