HSWS
Higgins & Schmidt Wealth Strategies’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 | $552K | Sell |
4,804
-106
| -2% | -$12.2K | 0.31% | 30 |
|
|
2025
Q1 | $535K | Sell |
4,910
-157
| -3% | -$17.1K | 0.32% | 28 |
|
|
2024
Q4 | $586K | Buy |
5,067
+3
| +0.1% | +$347 | 0.37% | 27 |
|
|
2024
Q3 | $593K | Buy |
5,064
+2
| +0% | +$234 | 0.38% | 30 |
|
|
2024
Q2 | $549K | Sell |
5,062
-36
| -0.7% | -$3.91K | 0.4% | 28 |
|
|
2024
Q1 | $578K | Sell |
5,098
-89
| -2% | -$10.1K | 0.43% | 28 |
|
|
2023
Q4 | $542K | Buy |
+5,187
| New | +$542K | 0.44% | 27 |
|