Verus Capital Partners’s First Trust Mid Cap Core AlphaDEX Fund FNX Stock Holding History

Verus Capital Partners’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
2020 Q1	$18K	Sell	382 -1,553	-80%	-$101K	0.01%	833
2019 Q4	$140K	Buy	+1,935	New	+$135K	0.05%	291

Other funds holding FNX

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Verus Capital Partners's FNX Position: Q1 2020 in Review

Verus Capital Partners reduced its First Trust Mid Cap Core AlphaDEX Fund (FNX) stake by 80% in Q1 2020, selling an estimated $101K and leaving 382 shares worth $18K. The position accounts for 0.01% of the portfolio, ranked #833.

Verus Capital Partners first reported a position in FNX in Q4 2019 and has held it in 2 quarters since. The position peaked at $140K in Q4 2019. 103 funds tracked by Wall St. Rank hold FNX as of Q1 2020.

Verus Capital Partners held 382 shares of First Trust Mid Cap Core AlphaDEX Fund worth $18K as of Q1 2020.
Verus Capital Partners sold 1,553 First Trust Mid Cap Core AlphaDEX Fund shares in Q1 2020, an estimated $101K.
First Trust Mid Cap Core AlphaDEX Fund made up 0.01% of Verus Capital Partners's portfolio in Q1 2020, its #833 holding.
Verus Capital Partners first reported a position in First Trust Mid Cap Core AlphaDEX Fund in Q4 2019 and has held it in 2 quarters since.
Verus Capital Partners's First Trust Mid Cap Core AlphaDEX Fund position peaked at $140K in Q4 2019.
103 funds tracked by Wall St. Rank held First Trust Mid Cap Core AlphaDEX Fund as of Q1 2020.

Based on Verus Capital Partners's 13F filing for Q1 2020, filed 26 May 2020.