Arkadios Wealth Advisors’s First Trust Mid Cap Core AlphaDEX Fund FNX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-1,433
| Closed | -$140K | – | 995 |
|
|
2021
Q3 | $140K | Buy |
1,433
+303
| +27% | +$29.6K | 0.02% | 598 |
|
|
2021
Q2 | $113K | Sell |
1,130
-147
| -12% | -$14.7K | 0.01% | 684 |
|
|
2021
Q1 | $119K | Buy |
1,277
+939
| +278% | +$87.5K | 0.02% | 499 |
|
|
2020
Q4 | $28K | Hold |
338
| – | – | 0.01% | 670 |
|
|
2020
Q3 | $24.1K | Buy |
338
+1
| +0.3% | +$71 | 0.01% | 563 |
|
|
2020
Q2 | $20.9K | Hold |
337
| – | – | 0.01% | 535 |
|
|
2020
Q1 | $16.3K | Hold |
337
| – | – | 0.01% | 528 |
|
|
2019
Q4 | $24.9K | Buy |
+337
| New | +$24.9K | 0.01% | 426 |
|