KAS
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KPP Advisory Services’s First Trust Mid Cap Core AlphaDEX Fund FNX Stock Holding History

KPP Advisory Services’s Portfolio FNX Stock Details FNX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$444K Hold
3,463
– – 0.06% 231
2025
Q4 		$436K Hold
3,463
– – 0.06% 216
2025
Q3 		$434K Hold
3,463
– – 0.06% 224
2025
Q2 		$398K Hold
3,463
– – 0.07% 217
2025
Q1 		$377K Hold
3,463
– – 0.07% 213
2024
Q4 		$401K Hold
3,463
– – 0.09% 159
2024
Q3 		$406K Sell
3,463
-30
-0.9% -$3.38K 0.1% 159
2024
Q2 		$379K Hold
3,493
– – 0.1% 156
2024
Q1 		$396K Buy
+3,493
New +$368K 0.11% 152
2023
Q4 		– Sell
-3,493
Closed -$322K – 151
2023
Q3 		$322K Buy
+3,493
New +$337K 0.11% 142

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Raymond James Financial
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
TCTWM
Three Cord True Wealth Management Beaver, Pennsylvania $180M AUM 19.5% 1-Year Est. Return