GAMMA Investing’s First Trust Mid Cap Core AlphaDEX Fund FNX Stock Holding History

GAMMA Investing’s Portfolio FNX Stock Details FNX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$190K	Hold	1,295	–	–	0.01%	1307
2026 Q1	$166K	Buy	1,295 +368	+40%	+$48.8K	0.01%	1252
2025 Q4	$117K	Hold	927	–	–	0.01%	1470
2025 Q3	$116K	Hold	927	–	–	0.01%	1389
2025 Q2	$106K	Hold	927	–	–	0.01%	1395
2025 Q1	$101K	Hold	927	–	–	0.01%	1251
2024 Q4	$107K	Hold	927	–	–	0.01%	1067
2024 Q3	$109K	Hold	927	–	–	0.01%	941
2024 Q2	$101K	Buy	+927	New	+$101K	0.01%	779

Other funds holding FNX

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return

Lakeridge Wealth Management Mentor, Ohio $272M AUM 22.77% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Purus Wealth Management Newport Beach, California $363M AUM 39.16% 1-Year Est. Return

Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Higgins & Schmidt Wealth Strategies Denver, Colorado $242M AUM 22.87% 1-Year Est. Return