Kaydan 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 | $1.48M | Sell |
12,849
-141
| -1% | -$16.2K | 0.48% | 30 |
|
|
2025
Q1 | $1.42M | Sell |
12,990
-498
| -4% | -$54.3K | 0.45% | 30 |
|
|
2024
Q4 | $1.56M | Sell |
13,488
-977
| -7% | -$113K | 0.52% | 27 |
|
|
2024
Q3 | $1.69M | Sell |
14,465
-116
| -0.8% | -$13.6K | 0.5% | 27 |
|
|
2024
Q2 | $1.58M | Sell |
14,581
-196,712
| -93% | -$21.3M | 0.56% | 29 |
|
|
2024
Q1 | $24M | Buy |
211,293
+196,757
| +1,354% | +$22.3M | 8.17% | 4 |
|
|
2023
Q4 | $1.52M | Sell |
14,536
-529
| -4% | -$55.3K | 0.62% | 26 |
|
|
2023
Q3 | $1.39M | Sell |
15,065
-506
| -3% | -$46.6K | 0.55% | 24 |
|
|
2023
Q2 | $1.5M | Sell |
15,571
-1,180
| -7% | -$114K | 0.63% | 22 |
|
|
2023
Q1 | $1.51M | Sell |
16,751
-2,822
| -14% | -$254K | 0.62% | 21 |
|
|
2022
Q4 | $1.72M | Sell |
19,573
-3,775
| -16% | -$332K | 0.69% | 18 |
|
|
2022
Q3 | $1.87M | Sell |
23,348
-1,374
| -6% | -$110K | 1.03% | 12 |
|
|
2022
Q2 | $2.07M | Sell |
24,722
-10,181
| -29% | -$852K | 1.15% | 11 |
|
|
2022
Q1 | $3.42M | Sell |
34,903
-1,683
| -5% | -$165K | 1.51% | 12 |
|
|
2021
Q4 | $3.76M | Buy |
+36,586
| New | +$3.76M | 1.43% | 12 |
|