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

WFG Advisors’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
2017 Q2	$166K	Buy	2,812 +387	+16%	+$22.7K	0.04%	412
2017 Q1	$142K	Sell	2,425 -784	-24%	-$45.5K	0.04%	402
2016 Q4	$181K	Sell	3,209 -111	-3%	-$6K	0.04%	404
2016 Q3	$175K	Buy	3,320 +2	+0.1%	+$105	0.04%	398
2016 Q2	$168K	Buy	3,318 +250	+8%	+$12.5K	0.04%	382
2016 Q1	$152K	Buy	3,068 +501	+20%	+$22.9K	0.04%	374
2015 Q4	$123K	Sell	2,567 -1,485	-37%	-$74.1K	0.04%	418
2015 Q3	$195K	Buy	4,052 +166	+4%	+$8.53K	0.06%	299
2015 Q2	$209K	Buy	3,886 +5	+0.1%	+$275	0.06%	332
2015 Q1	$212K	Sell	3,881 -35	-0.9%	-$1.86K	0.06%	334
2014 Q4	$207K	Buy	3,916 +1,406	+56%	+$72.1K	0.04%	418
2014 Q3	$126K	Sell	2,510 -174	-6%	-$9.09K	0.02%	581
2014 Q2	$143K	Buy	2,684 +271	+11%	+$13.9K	0.03%	540
2014 Q1	$124K	Sell	2,413 -1,311	-35%	-$65.8K	0.02%	568
2013 Q4	$188K	Buy	3,724 +2	+0.1%	+$96	0.03%	535
2013 Q3	$171K	Buy	3,722 +4	+0.1%	+$179	0.03%	534
2013 Q2	$157K	Buy	+3,718	New	+$157K	0.03%	529

Other funds holding FNX

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

WFG Advisors's FNX Position: Q2 2017 in Review

WFG Advisors increased its First Trust Mid Cap Core AlphaDEX Fund (FNX) stake by 16% in Q2 2017, buying an estimated $22.7K and bringing the position to 2,812 shares worth $166K. The position accounts for 0.04% of the portfolio, ranked #412.

WFG Advisors first reported a position in FNX in Q2 2013 and has held it in 17 quarters since. The position peaked at $212K in Q1 2015. 91 funds tracked by Wall St. Rank hold FNX as of Q2 2017.

WFG Advisors held 2,812 shares of First Trust Mid Cap Core AlphaDEX Fund worth $166K as of Q2 2017.
WFG Advisors bought 387 First Trust Mid Cap Core AlphaDEX Fund shares in Q2 2017, an estimated $22.7K.
First Trust Mid Cap Core AlphaDEX Fund made up 0.04% of WFG Advisors's portfolio in Q2 2017, its #412 holding.
WFG Advisors first reported a position in First Trust Mid Cap Core AlphaDEX Fund in Q2 2013 and has held it in 17 quarters since.
WFG Advisors's First Trust Mid Cap Core AlphaDEX Fund position peaked at $212K in Q1 2015.
91 funds tracked by Wall St. Rank held First Trust Mid Cap Core AlphaDEX Fund as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.