National Wealth Management Group’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
Q1 | $356K | Sell |
3,269
-31
| -0.9% | -$3.38K | 0.23% | 103 |
|
|
2024
Q4 | $382K | Buy |
3,300
+481
| +17% | +$55.7K | 0.25% | 92 |
|
|
2024
Q3 | $330K | Sell |
2,819
-1,178
| -29% | -$138K | 0.22% | 107 |
|
|
2024
Q2 | $434K | Sell |
3,997
-370
| -8% | -$40.2K | 0.33% | 70 |
|
|
2024
Q1 | $495K | Buy |
4,367
+36
| +0.8% | +$4.08K | 0.39% | 70 |
|
|
2023
Q4 | $452K | Buy |
4,331
+1,425
| +49% | +$149K | 0.44% | 70 |
|
|
2023
Q3 | $268K | Sell |
2,906
-67
| -2% | -$6.17K | 0.29% | 104 |
|
|
2023
Q2 | $294K | Sell |
2,973
-6
| -0.2% | -$593 | 0.31% | 94 |
|
|
2023
Q1 | $260K | Sell |
2,979
-25
| -0.8% | -$2.18K | 0.3% | 108 |
|
|
2022
Q4 | $264K | Buy |
3,004
+18
| +0.6% | +$1.58K | 0.32% | 102 |
|
|
2022
Q3 | $240K | Buy |
+2,986
| New | +$240K | 0.31% | 104 |
|