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WealthOne’s First Trust Mid Cap Core AlphaDEX Fund FNX Stock Holding History

WealthOne’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
2019
Q1 		– Sell
-152
Closed -$9K – 233
2018
Q4 		$9K Buy
+152
New +$9.71K 0.01% 381

Other funds holding FNX

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

WealthOne's FNX Position: Q1 2019 in Review

WealthOne sold out of First Trust Mid Cap Core AlphaDEX Fund (FNX) in Q1 2019, closing a stake of 152 shares — an estimated $9K sold.

WealthOne first reported a position in FNX in Q4 2018 and held it in 1 quarter. The position peaked at $9K in Q4 2018. 118 funds tracked by Wall St. Rank hold FNX as of Q1 2019.

  • WealthOne reported no remaining First Trust Mid Cap Core AlphaDEX Fund position as of Q1 2019 after selling out during the quarter.
  • WealthOne sold 152 First Trust Mid Cap Core AlphaDEX Fund shares in Q1 2019, an estimated $9K.
  • WealthOne first reported a position in First Trust Mid Cap Core AlphaDEX Fund in Q4 2018 and held it in 1 quarter.
  • WealthOne's First Trust Mid Cap Core AlphaDEX Fund position peaked at $9K in Q4 2018.
  • 118 funds tracked by Wall St. Rank held First Trust Mid Cap Core AlphaDEX Fund as of Q1 2019.

Based on WealthOne's 13F filing for Q1 2019, filed 16 May 2019.