BWM
BKM Wealth 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 | $223K | Buy |
1,942
+136
| +8% | +$15.6K | 0.09% | 151 |
|
|
2025
Q1 | $197K | Sell |
1,806
-157
| -8% | -$17.1K | 0.08% | 155 |
|
|
2024
Q4 | $227K | Buy |
1,963
+7
| +0.4% | +$810 | 0.09% | 154 |
|
|
2024
Q3 | $229K | Buy |
1,956
+76
| +4% | +$8.9K | 0.09% | 155 |
|
|
2024
Q2 | $204K | Buy |
1,880
+15
| +0.8% | +$1.63K | 0.1% | 138 |
|
|
2024
Q1 | $211K | Buy |
1,865
+92
| +5% | +$10.4K | 0.09% | 153 |
|
|
2023
Q4 | $185K | Buy |
+1,773
| New | +$185K | 0.08% | 156 |
|