WIA
FNX icon

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

World Investment 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
2020
Q1 		– Sell
-4,533
Closed -$329K – 151
2019
Q4 		$329K Buy
4,533
+679
+18% +$47.5K 0.13% 102
2019
Q3 		$260K Buy
+3,854
New +$262K 0.11% 111

Other funds holding FNX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

World Investment Advisors's FNX Position: Q1 2020 in Review

World Investment Advisors sold out of First Trust Mid Cap Core AlphaDEX Fund (FNX) in Q1 2020, closing a stake of 4,533 shares — an estimated $329K sold.

World Investment Advisors first reported a position in FNX in Q3 2019 and held it in 2 quarters. The position peaked at $329K in Q4 2019. 103 funds tracked by Wall St. Rank hold FNX as of Q1 2020.

  • World Investment Advisors reported no remaining First Trust Mid Cap Core AlphaDEX Fund position as of Q1 2020 after selling out during the quarter.
  • World Investment Advisors sold 4,533 First Trust Mid Cap Core AlphaDEX Fund shares in Q1 2020, an estimated $329K.
  • World Investment Advisors first reported a position in First Trust Mid Cap Core AlphaDEX Fund in Q3 2019 and held it in 2 quarters.
  • World Investment Advisors's First Trust Mid Cap Core AlphaDEX Fund position peaked at $329K in Q4 2019.
  • 103 funds tracked by Wall St. Rank held First Trust Mid Cap Core AlphaDEX Fund as of Q1 2020.

Based on World Investment Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.