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Van Hulzen Asset Management’s First Trust Mid Cap Value AlphaDEX Fund FNK Stock Holding History

Van Hulzen Asset Management’s Portfolio FNK Stock Details FNK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-34
Closed -$1.82K – 577
2024
Q4 		$1.82K Buy
+34
New +$1.87K ﹤0.01% 936

Other funds holding FNK

TIM
Total Investment Management Scottsdale, Arizona $858M AUM 9.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Van Hulzen Asset Management's FNK Position: Q1 2025 in Review

Van Hulzen Asset Management sold out of First Trust Mid Cap Value AlphaDEX Fund (FNK) in Q1 2025, closing a stake of 34 shares — an estimated $1.82K sold.

Van Hulzen Asset Management first reported a position in FNK in Q4 2024 and held it in 1 quarter. The position peaked at $1.82K in Q4 2024. 58 funds tracked by Wall St. Rank hold FNK as of Q1 2025.

  • Van Hulzen Asset Management reported no remaining First Trust Mid Cap Value AlphaDEX Fund position as of Q1 2025 after selling out during the quarter.
  • Van Hulzen Asset Management sold 34 First Trust Mid Cap Value AlphaDEX Fund shares in Q1 2025, an estimated $1.82K.
  • Van Hulzen Asset Management first reported a position in First Trust Mid Cap Value AlphaDEX Fund in Q4 2024 and held it in 1 quarter.
  • Van Hulzen Asset Management's First Trust Mid Cap Value AlphaDEX Fund position peaked at $1.82K in Q4 2024.
  • 58 funds tracked by Wall St. Rank held First Trust Mid Cap Value AlphaDEX Fund as of Q1 2025.

Based on Van Hulzen Asset Management's 13F filing for Q1 2025, filed 14 May 2025.