Wagner Wealth Management (South Carolina)’s First Trust Mid Cap Core AlphaDEX Fund FNX Stock Holding History

Wagner Wealth Management (South Carolina)’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 Q4	–	Sell	-80	Closed	-$6K	–	422
2022 Q3	$6K	Buy	80 +2	+3%	+$178	﹤0.01%	492
2022 Q2	$7K	Buy	+78	New	+$7.17K	0.01%	492
2022 Q1	–	Sell	-80	Closed	-$8K	–	378
2021 Q4	$8K	Sell	80 -1	-1%	-$102	0.01%	516
2021 Q3	$8K	Hold	81	–	–	0.01%	491
2021 Q2	$8K	Buy	+81	New	+$7.95K	0.01%	515

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

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

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

KAS

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

RJA

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s FNX Position: Q4 2022 in Review

Wagner Wealth Management (South Carolina) sold out of First Trust Mid Cap Core AlphaDEX Fund (FNX) in Q4 2022, closing a stake of 80 shares — an estimated $6K sold.

Wagner Wealth Management (South Carolina) first reported a position in FNX in Q2 2021 and held it in 5 quarters. The position peaked at $8K in Q4 2021. 162 funds tracked by Wall St. Rank hold FNX as of Q4 2022.

Wagner Wealth Management (South Carolina) reported no remaining First Trust Mid Cap Core AlphaDEX Fund position as of Q4 2022 after selling out during the quarter.
Wagner Wealth Management (South Carolina) sold 80 First Trust Mid Cap Core AlphaDEX Fund shares in Q4 2022, an estimated $6K.
Wagner Wealth Management (South Carolina) first reported a position in First Trust Mid Cap Core AlphaDEX Fund in Q2 2021 and held it in 5 quarters.
Wagner Wealth Management (South Carolina)'s First Trust Mid Cap Core AlphaDEX Fund position peaked at $8K in Q4 2021.
162 funds tracked by Wall St. Rank held First Trust Mid Cap Core AlphaDEX Fund as of Q4 2022.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q4 2022, filed 14 Feb 2023.