Golden State 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $33.2K | Buy |
289
+1
| +0.3% | +$115 | ﹤0.01% | 740 |
|
|
2025
Q1 | $31.5K | Buy |
288
+17
| +6% | +$1.86K | ﹤0.01% | 694 |
|
|
2024
Q4 | $31.4K | Buy |
+271
| New | +$31.4K | ﹤0.01% | 664 |
|
|
2022
Q1 | $3.23M | Buy |
32,954
+1,064
| +3% | +$104K | 0.63% | 31 |
|
|
2021
Q4 | $3.28M | Buy |
31,890
+28,326
| +795% | +$2.91M | 0.56% | 35 |
|
|
2021
Q3 | $348K | Buy |
3,564
+701
| +24% | +$68.4K | 0.08% | 207 |
|
|
2021
Q2 | $287K | Buy |
+2,863
| New | +$287K | 0.06% | 233 |
|
|
2019
Q3 | – | Sell |
-10,690
| Closed | -$735K | – | 1068 |
|
|
2019
Q2 | $735K | Buy |
10,690
+29
| +0.3% | +$1.99K | 0.23% | 87 |
|
|
2019
Q1 | $715K | Buy |
+10,661
| New | +$715K | 0.24% | 86 |
|