Winslow Evans & Crocker’s First Trust Mid Cap Core AlphaDEX Fund FNX Stock Holding History

Winslow Evans & Crocker’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
2020 Q4	$38K	Buy	453 +418	+1,194%	+$31.6K	0.01%	655
2020 Q3	$2K	Hold	35	–	–	﹤0.01%	998
2020 Q2	$2K	Sell	35 -1	-3%	-$57	﹤0.01%	1028
2020 Q1	$2K	Hold	36	–	–	﹤0.01%	1003
2019 Q4	$4K	Hold	36	–	–	﹤0.01%	992
2019 Q3	$4K	Hold	36	–	–	﹤0.01%	984
2019 Q2	$4K	Buy	+36	New	+$2.44K	﹤0.01%	995
2018 Q4	–	Sell	-106	Closed	-$8K	–	1106
2018 Q3	$8K	Hold	106	–	–	﹤0.01%	833
2018 Q2	$8K	Hold	106	–	–	﹤0.01%	842
2018 Q1	$6.87K	Hold	106	–	–	﹤0.01%	861
2017 Q4	$6.9K	Hold	106	–	–	﹤0.01%	879
2017 Q3	$6.5K	Sell	106 -372	-78%	-$22.2K	﹤0.01%	896
2017 Q2	$28.3K	Sell	478 -122	-20%	-$7.14K	0.01%	682
2017 Q1	$35K	Hold	600	–	–	0.01%	615
2016 Q4	$33.7K	Hold	600	–	–	0.01%	624
2016 Q3	$31.6K	Hold	600	–	–	0.01%	644
2016 Q2	$30.2K	Buy	600 +2	+0.3%	+$100	0.01%	619
2016 Q1	$29.7K	Sell	598 -124	-17%	-$5.68K	0.01%	610
2015 Q4	$34.7K	Hold	722	–	–	0.01%	606
2015 Q3	$34.7K	Hold	722	–	–	0.01%	574
2015 Q2	$38.9K	Hold	722	–	–	0.01%	604
2015 Q1	$39.4K	Sell	722 -22	-3%	-$1.17K	0.01%	590
2014 Q4	$39.3K	Buy	744 +142	+24%	+$7.29K	0.01%	583
2014 Q3	$30.2K	Buy	602 +1	+0.2%	+$52	0.01%	663
2014 Q2	$32.1K	Sell	601 -150	-20%	-$7.69K	0.01%	580
2014 Q1	$38.7K	Sell	751 -80	-10%	-$4.02K	0.01%	530
2013 Q4	$42K	Buy	+831	New	+$40K	0.01%	536

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

LPL Financial San Diego, California $377B AUM 19.32% 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

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

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

RJA

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

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Winslow Evans & Crocker's FNX Position: Q4 2020 in Review

Winslow Evans & Crocker increased its First Trust Mid Cap Core AlphaDEX Fund (FNX) stake by 1,194% in Q4 2020, buying an estimated $31.6K and bringing the position to 453 shares worth $38K. The position accounts for 0.01% of the portfolio, ranked #655.

Winslow Evans & Crocker first reported a position in FNX in Q4 2013 and has held it in 27 quarters since. The position peaked at $42K in Q4 2013. 111 funds tracked by Wall St. Rank hold FNX as of Q4 2020.

Winslow Evans & Crocker held 453 shares of First Trust Mid Cap Core AlphaDEX Fund worth $38K as of Q4 2020.
Winslow Evans & Crocker bought 418 First Trust Mid Cap Core AlphaDEX Fund shares in Q4 2020, an estimated $31.6K.
First Trust Mid Cap Core AlphaDEX Fund made up 0.01% of Winslow Evans & Crocker's portfolio in Q4 2020, its #655 holding.
Winslow Evans & Crocker first reported a position in First Trust Mid Cap Core AlphaDEX Fund in Q4 2013 and has held it in 27 quarters since.
Winslow Evans & Crocker's First Trust Mid Cap Core AlphaDEX Fund position peaked at $42K in Q4 2013.
111 funds tracked by Wall St. Rank held First Trust Mid Cap Core AlphaDEX Fund as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.