Whitener Capital Management’s First Trust Mid Cap Core AlphaDEX Fund FNX Stock Holding History

Whitener Capital Management’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
2019 Q4	–	Sell	-1	Closed	–	–	237
2019 Q3	$0	Hold	1	–	–	﹤0.01%	493
2019 Q2	$0	Hold	1	–	–	﹤0.01%	482
2019 Q1	$0	Hold	1	–	–	﹤0.01%	483
2018 Q4	$0	Sell	1 -274	-100%	-$17.5K	﹤0.01%	446
2018 Q3	$19K	Buy	+275	New	+$19.6K	0.01%	282
2018 Q2	–	Sell	-275	Closed	-$17K	–	215
2018 Q1	$17K	Hold	275	–	–	0.01%	295
2017 Q4	$18K	Buy	+275	New	+$17.6K	0.02%	268

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

RJA

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

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

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

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

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

Whitener Capital Management's FNX Position: Q4 2019 in Review

Whitener Capital Management sold out of First Trust Mid Cap Core AlphaDEX Fund (FNX) in Q4 2019, closing a stake of 1 share.

Whitener Capital Management first reported a position in FNX in Q4 2017 and held it in 7 quarters. The position peaked at $19K in Q3 2018. 127 funds tracked by Wall St. Rank hold FNX as of Q4 2019.

Whitener Capital Management reported no remaining First Trust Mid Cap Core AlphaDEX Fund position as of Q4 2019 after selling out during the quarter.
Whitener Capital Management sold 1 First Trust Mid Cap Core AlphaDEX Fund share in Q4 2019.
Whitener Capital Management first reported a position in First Trust Mid Cap Core AlphaDEX Fund in Q4 2017 and held it in 7 quarters.
Whitener Capital Management's First Trust Mid Cap Core AlphaDEX Fund position peaked at $19K in Q3 2018.
127 funds tracked by Wall St. Rank held First Trust Mid Cap Core AlphaDEX Fund as of Q4 2019.

Based on Whitener Capital Management's 13F filing for Q4 2019, filed 12 Feb 2020.