Coppell Advisory Solutions’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 | $344K | Hold |
3,001
| – | – | 0.04% | 284 |
|
|
2025
Q1 | $317K | Sell |
3,001
-1
| -0% | -$106 | 0.04% | 254 |
|
|
2024
Q4 | $347K | Hold |
3,002
| – | – | 0.05% | 200 |
|
|
2024
Q3 | $351K | Hold |
3,002
| – | – | 0.05% | 202 |
|
|
2024
Q2 | $326K | Buy |
+3,002
| New | +$326K | 0.05% | 197 |
|
|
2023
Q4 | $230K | Sell |
2,202
-18,187
| -89% | -$1.9M | 0.05% | 247 |
|
|
2023
Q3 | $1.79M | Buy |
20,389
+20,152
| +8,503% | +$1.77M | 0.62% | 40 |
|
|
2023
Q2 | $22.7K | Sell |
237
-27,925
| -99% | -$2.67M | 0.01% | 536 |
|
|
2023
Q1 | $2.49M | Buy |
28,162
+7,773
| +38% | +$687K | 0.82% | 25 |
|
|
2022
Q4 | $1.79M | Buy |
+20,389
| New | +$1.79M | 0.61% | 41 |
|