Blue Bell Private Wealth Management’s First Trust Mid Cap Core AlphaDEX Fund FNX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $333K | Hold |
2,900
| – | – | 0.06% | 179 |
|
|
2025
Q1 | $316K | Hold |
2,900
| – | – | 0.06% | 173 |
|
|
2024
Q4 | $336K | Hold |
2,900
| – | – | 0.06% | 163 |
|
|
2024
Q3 | $340K | Hold |
2,900
| – | – | 0.06% | 161 |
|
|
2024
Q2 | $315K | Hold |
2,900
| – | – | 0.07% | 152 |
|
|
2024
Q1 | $329K | Hold |
2,900
| – | – | 0.07% | 145 |
|
|
2023
Q4 | $303K | Hold |
2,900
| – | – | 0.07% | 131 |
|
|
2023
Q3 | $267K | Hold |
2,900
| – | – | 0.07% | 123 |
|
|
2023
Q2 | $279K | Buy |
+2,900
| New | +$279K | 0.07% | 119 |
|