AIFAIM
American Institute for Advanced Investment Management’s First Trust Mid Cap Core AlphaDEX Fund FNX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $202K | Sell |
1,755
-1,525
| -46% | -$175K | 0.14% | 141 |
|
|
2025
Q1 | $357K | Sell |
3,280
-2,110
| -39% | -$230K | 0.27% | 91 |
|
|
2024
Q4 | $624K | Sell |
5,390
-2,374
| -31% | -$275K | 0.47% | 63 |
|
|
2024
Q3 | $910K | Sell |
7,764
-274
| -3% | -$32.1K | 0.65% | 49 |
|
|
2024
Q2 | $872K | Buy |
8,038
+346
| +4% | +$37.5K | 0.67% | 49 |
|
|
2024
Q1 | $872K | Buy |
7,692
+627
| +9% | +$71.1K | 0.69% | 47 |
|
|
2023
Q4 | $738K | Sell |
7,065
-494
| -7% | -$51.6K | 0.65% | 47 |
|
|
2023
Q3 | $737K | Buy |
7,559
+2,414
| +47% | +$235K | 0.68% | 45 |
|
|
2023
Q2 | $496K | Buy |
+5,145
| New | +$496K | 0.43% | 65 |
|