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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

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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

WealthPLAN Partners's FNX Position: Q3 2016 in Review

WealthPLAN Partners sold out of First Trust Mid Cap Core AlphaDEX Fund (FNX) in Q3 2016, closing a stake of 200 shares — an estimated $10 sold.

WealthPLAN Partners first reported a position in FNX in Q4 2015 and held it in 2 quarters. The position peaked at $38 in Q4 2015. 83 funds tracked by Wall St. Rank hold FNX as of Q3 2016.

  • WealthPLAN Partners reported no remaining First Trust Mid Cap Core AlphaDEX Fund position as of Q3 2016 after selling out during the quarter.
  • WealthPLAN Partners sold 200 First Trust Mid Cap Core AlphaDEX Fund shares in Q3 2016, an estimated $10.
  • WealthPLAN Partners first reported a position in First Trust Mid Cap Core AlphaDEX Fund in Q4 2015 and held it in 2 quarters.
  • WealthPLAN Partners's First Trust Mid Cap Core AlphaDEX Fund position peaked at $38 in Q4 2015.
  • 83 funds tracked by Wall St. Rank held First Trust Mid Cap Core AlphaDEX Fund as of Q3 2016.

Based on WealthPLAN Partners's 13F filing for Q3 2016, filed 9 Dec 2016.