LWM
Lakeridge Wealth Management’s First Trust Mid Cap Core AlphaDEX Fund FNX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.16M | Buy |
79,719
+4,790
| +6% | +$550K | 4.21% | 5 |
|
|
2025
Q1 | $8.17M | Buy |
74,929
+4,023
| +6% | +$438K | 4.08% | 5 |
|
|
2024
Q4 | $8.21M | Buy |
70,906
+1,300
| +2% | +$150K | 4.24% | 5 |
|
|
2024
Q3 | $8.15M | Buy |
69,606
+3,860
| +6% | +$452K | 4.48% | 4 |
|
|
2024
Q2 | $7.14M | Buy |
65,746
+1,899
| +3% | +$206K | 4.29% | 4 |
|
|
2024
Q1 | $7.24M | Sell |
63,847
-368
| -0.6% | -$41.7K | 4.69% | 4 |
|
|
2023
Q4 | $6.71M | Buy |
+64,215
| New | +$6.71M | 4.85% | 4 |
|