Independent Advisor Alliance’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
Q1 | – | Sell |
-8,257
| Closed | -$955K | – | 985 |
|
|
2024
Q4 | $955K | Buy |
+8,257
| New | +$955K | 0.01% | 740 |
|
|
2020
Q1 | – | Sell |
-4,055
| Closed | -$294K | – | 536 |
|
|
2019
Q4 | $294K | Buy |
+4,055
| New | +$294K | 0.01% | 683 |
|
|
2017
Q2 | – | Sell |
-3,796
| Closed | -$218K | – | 278 |
|
|
2017
Q1 | $218K | Buy |
+3,796
| New | +$218K | 0.03% | 361 |
|