IWM
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Iams Wealth Management’s First Trust Mid Cap Core AlphaDEX Fund FNX Stock Holding History

Iams Wealth Management’s Portfolio FNX Stock Details FNX Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-13,498
Closed -$1.19M – 45
2023
Q1 		$1.19M Buy
13,498
+3,222
+31% +$285K 0.99% 34
2022
Q4 		$903K Buy
+10,276
New +$903K 0.92% 34