Carson Wealth (CWM LLC)’s First Trust Mid Cap Value AlphaDEX Fund FNK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
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|
2024
Q4 | $19K | Hold |
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|
2024
Q3 | $20K | Sell |
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|
2024
Q2 | $29K | Hold |
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|
2024
Q1 | $31K | Hold |
|
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|
2023
Q4 | $29K | Hold |
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|
2023
Q3 | $26K | Hold |
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|
2023
Q2 | $26K | Hold |
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|
2023
Q1 | $25K | Hold |
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|
2022
Q4 | $25K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $14K | Buy |
|