WealthPLAN Partners’s First Trust Mid Cap Value AlphaDEX Fund FNK Stock Holding History

WealthPLAN Partners’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
2023 Q3	–	Sell	-156	Closed	-$7.13K	–	589
2023 Q2	$7.13K	Hold	156	–	–	﹤0.01%	849
2023 Q1	$6.82K	Buy	+156	New	+$7.14K	﹤0.01%	945

Other funds holding FNK

TIM

Total Investment Management Scottsdale, Arizona $948M AUM 17.6% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BFEC

Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

RJA

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

WealthPLAN Partners's FNK Position: Q3 2023 in Review

WealthPLAN Partners sold out of First Trust Mid Cap Value AlphaDEX Fund (FNK) in Q3 2023, closing a stake of 156 shares — an estimated $7.13K sold.

WealthPLAN Partners first reported a position in FNK in Q1 2023 and held it in 2 quarters. The position peaked at $7.13K in Q2 2023. 55 funds tracked by Wall St. Rank hold FNK as of Q3 2023.

WealthPLAN Partners reported no remaining First Trust Mid Cap Value AlphaDEX Fund position as of Q3 2023 after selling out during the quarter.
WealthPLAN Partners sold 156 First Trust Mid Cap Value AlphaDEX Fund shares in Q3 2023, an estimated $7.13K.
WealthPLAN Partners first reported a position in First Trust Mid Cap Value AlphaDEX Fund in Q1 2023 and held it in 2 quarters.
WealthPLAN Partners's First Trust Mid Cap Value AlphaDEX Fund position peaked at $7.13K in Q2 2023.
55 funds tracked by Wall St. Rank held First Trust Mid Cap Value AlphaDEX Fund as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.