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

WealthPLAN 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
2016
Q3 		– Sell
-200
Closed -$10 – 1004
2016
Q2 		$10 Buy
+200
New +$10K ﹤0.01% 2532
2015
Q4 		$38 Buy
+780
New +$38.9K ﹤0.01% 1681

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RJFSA
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RJA
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LPL Financial
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Stifel Financial
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Bank of America
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Baird Financial Group
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BTS
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