CIA
Concurrent Investment Advisors’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 | $208K | Buy |
+1,815
| New | +$208K | ﹤0.01% | 1238 |
|
|
2025
Q1 | – | Sell |
-1,807
| Closed | -$209K | – | 1214 |
|
|
2024
Q4 | $209K | Buy |
1,807
+1
| +0.1% | +$116 | 0.01% | 960 |
|
|
2024
Q3 | $212K | Sell |
1,806
-3,748
| -67% | -$439K | 0.01% | 918 |
|
|
2024
Q2 | $603K | Buy |
+5,554
| New | +$603K | 0.02% | 533 |
|