BWM
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BKM Wealth Management’s First Trust Mid Cap Core AlphaDEX Fund FNX Stock Holding History

BKM Wealth 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
2026
Q1 		$252K Sell
1,967
-23
-1% -$3.05K 0.09% 136
2025
Q4 		$251K Buy
1,990
+58
+3% +$7.26K 0.09% 136
2025
Q3 		$242K Sell
1,932
-10
-0.5% -$1.21K 0.09% 140
2025
Q2 		$223K Buy
1,942
+136
+8% +$14.8K 0.09% 151
2025
Q1 		$197K Sell
1,806
-157
-8% -$18.1K 0.08% 155
2024
Q4 		$227K Buy
1,963
+7
+0.4% +$838 0.09% 154
2024
Q3 		$229K Buy
1,956
+76
+4% +$8.56K 0.09% 155
2024
Q2 		$204K Buy
1,880
+15
+0.8% +$1.64K 0.1% 138
2024
Q1 		$211K Buy
1,865
+92
+5% +$9.69K 0.09% 153
2023
Q4 		$185K Buy
+1,773
New +$166K 0.08% 156

Other funds holding FNX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
TCTWM
Three Cord True Wealth Management Beaver, Pennsylvania $180M AUM 19.5% 1-Year Est. Return