Brown Miller 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-3,832
| Closed | -$353K | – | 126 |
|
|
2023
Q3 | $353K | Buy |
+3,832
| New | +$353K | 0.2% | 89 |
|
|
2022
Q1 | – | Sell |
-3,870
| Closed | -$397K | – | 121 |
|
|
2021
Q4 | $397K | Sell |
3,870
-555
| -13% | -$56.9K | 0.23% | 81 |
|
|
2021
Q3 | $432K | Hold |
4,425
| – | – | 0.27% | 77 |
|
|
2021
Q2 | $442K | Buy |
4,425
+4
| +0.1% | +$400 | 0.28% | 75 |
|
|
2021
Q1 | $415K | Buy |
+4,421
| New | +$415K | 0.29% | 74 |
|