Lakeridge Wealth Management’s First Trust Mid Cap Core AlphaDEX Fund FNX Stock Holding History

Lakeridge Wealth Management’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 Q2	$3.16M	Sell	21,583 -4,600	-18%	-$638K	1.16%	21
2026 Q1	$3.36M	Buy	26,183 +511	+2%	+$67.7K	1.44%	17
2025 Q4	$3.23M	Sell	25,672 -47,314	-65%	-$5.92M	1.47%	17
2025 Q3	$9.15M	Sell	72,986 -6,733	-8%	-$814K	4.07%	4
2025 Q2	$9.16M	Buy	79,719 +4,790	+6%	+$520K	4.21%	5
2025 Q1	$8.17M	Buy	74,929 +4,023	+6%	+$464K	4.08%	5
2024 Q4	$8.21M	Buy	70,906 +1,300	+2%	+$156K	4.24%	5
2024 Q3	$8.15M	Buy	69,606 +3,860	+6%	+$435K	4.48%	4
2024 Q2	$7.14M	Buy	65,746 +1,899	+3%	+$207K	4.29%	4
2024 Q1	$7.24M	Sell	63,847 -368	-0.6%	-$38.8K	4.69%	4
2023 Q4	$6.71M	Buy	+64,215	New	+$6.02M	4.85%	4

Other funds holding FNX

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Purus Wealth Management Newport Beach, California $363M AUM 39.16% 1-Year Est. Return

Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Higgins & Schmidt Wealth Strategies Denver, Colorado $242M AUM 22.87% 1-Year Est. Return

World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return