VisionPoint Advisory Group’s First Trust Mid Cap Core AlphaDEX Fund FNX Stock Holding History

VisionPoint Advisory Group’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	–	Sell	-2,983	Closed	-$216K	–	133
2019 Q4	$216K	Buy	+2,983	New	+$209K	0.09%	116
2019 Q3	–	Sell	-3,033	Closed	-$209K	–	134
2019 Q2	$209K	Buy	+3,033	New	+$206K	0.06%	125

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

VisionPoint Advisory Group's FNX Position: Q1 2020 in Review

VisionPoint Advisory Group sold out of First Trust Mid Cap Core AlphaDEX Fund (FNX) in Q1 2020, closing a stake of 2,983 shares — an estimated $216K sold.

VisionPoint Advisory Group first reported a position in FNX in Q2 2019 and held it in 2 quarters. The position peaked at $216K in Q4 2019. 103 funds tracked by Wall St. Rank hold FNX as of Q1 2020.

VisionPoint Advisory Group reported no remaining First Trust Mid Cap Core AlphaDEX Fund position as of Q1 2020 after selling out during the quarter.
VisionPoint Advisory Group sold 2,983 First Trust Mid Cap Core AlphaDEX Fund shares in Q1 2020, an estimated $216K.
VisionPoint Advisory Group first reported a position in First Trust Mid Cap Core AlphaDEX Fund in Q2 2019 and held it in 2 quarters.
VisionPoint Advisory Group's First Trust Mid Cap Core AlphaDEX Fund position peaked at $216K in Q4 2019.
103 funds tracked by Wall St. Rank held First Trust Mid Cap Core AlphaDEX Fund as of Q1 2020.

Based on VisionPoint Advisory Group's 13F filing for Q1 2020, filed 15 May 2020.