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Well Done LLC’s First Trust Mid Cap Core AlphaDEX Fund FNX Stock Holding History

Well Done LLC’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
2024
Q1 		– Sell
-4,262
Closed -$445K – 189
2023
Q4 		$445K Buy
+4,262
New +$400K 0.09% 122

Other funds holding FNX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
KWM
Kaydan Wealth Management Fenton, Michigan $299M AUM 18.98% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Well Done LLC's FNX Position: Q1 2024 in Review

Well Done LLC sold out of First Trust Mid Cap Core AlphaDEX Fund (FNX) in Q1 2024, closing a stake of 4,262 shares — an estimated $445K sold.

Well Done LLC first reported a position in FNX in Q4 2023 and held it in 1 quarter. The position peaked at $445K in Q4 2023. 169 funds tracked by Wall St. Rank hold FNX as of Q1 2024.

  • Well Done LLC reported no remaining First Trust Mid Cap Core AlphaDEX Fund position as of Q1 2024 after selling out during the quarter.
  • Well Done LLC sold 4,262 First Trust Mid Cap Core AlphaDEX Fund shares in Q1 2024, an estimated $445K.
  • Well Done LLC first reported a position in First Trust Mid Cap Core AlphaDEX Fund in Q4 2023 and held it in 1 quarter.
  • Well Done LLC's First Trust Mid Cap Core AlphaDEX Fund position peaked at $445K in Q4 2023.
  • 169 funds tracked by Wall St. Rank held First Trust Mid Cap Core AlphaDEX Fund as of Q1 2024.

Based on Well Done LLC's 13F filing for Q1 2024, filed 18 Apr 2024.