Keystone Wealth Services’s First Trust Mid Cap Core AlphaDEX Fund FNX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $940K | Sell |
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|
2025
Q1 | $912K | Sell |
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|
2024
Q4 | $980K | Buy |
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|
2024
Q3 | $993K | Hold |
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|
2024
Q2 | $919K | Sell |
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|
2024
Q1 | $971K | Sell |
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|
2023
Q4 | $902K | Sell |
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|
2023
Q3 | $899K | Sell |
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|
2023
Q2 | $943K | Sell |
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|
2023
Q1 | $890K | Sell |
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|
2022
Q4 | $909K | Hold |
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|
2022
Q3 | $831K | Sell |
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|
2022
Q2 | $868K | Sell |
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|
2022
Q1 | $1.4M | Sell |
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|
2021
Q4 | $1.5M | Buy |
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