NWMG
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National Wealth Management Group’s First Trust Mid Cap Core AlphaDEX Fund FNX Stock Holding History

National Wealth Management Group’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 		$473K Sell
3,233
-134
-4% -$18.6K 0.15% 123
2026
Q1 		$432K Sell
3,367
-52
-2% -$6.89K 0.16% 130
2025
Q4 		$431K Sell
3,419
-120
-3% -$15K 0.15% 141
2025
Q3 		$444K Buy
3,539
+404
+13% +$48.8K 0.17% 138
2025
Q2 		$360K Sell
3,135
-134
-4% -$14.5K 0.2% 114
2025
Q1 		$356K Sell
3,269
-31
-0.9% -$3.58K 0.23% 103
2024
Q4 		$382K Buy
3,300
+481
+17% +$57.6K 0.25% 92
2024
Q3 		$330K Sell
2,819
-1,178
-29% -$133K 0.22% 107
2024
Q2 		$434K Sell
3,997
-370
-8% -$40.4K 0.33% 70
2024
Q1 		$495K Buy
4,367
+36
+0.8% +$3.79K 0.39% 70
2023
Q4 		$452K Buy
4,331
+1,425
+49% +$134K 0.44% 70
2023
Q3 		$268K Sell
2,906
-67
-2% -$6.47K 0.29% 104
2023
Q2 		$294K Sell
2,973
-6
-0.2% -$540 0.31% 94
2023
Q1 		$260K Sell
2,979
-25
-0.8% -$2.31K 0.3% 108
2022
Q4 		$264K Buy
3,004
+18
+0.6% +$1.59K 0.32% 102
2022
Q3 		$240K Buy
+2,986
New +$266K 0.31% 104

Other funds holding FNX

PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
FWA
FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return
LWM
Lakeridge Wealth Management Mentor, Ohio $272M AUM 22.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PWM
Purus Wealth Management Newport Beach, California $363M AUM 39.16% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
SEP
Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
HSWS
Higgins & Schmidt Wealth Strategies Denver, Colorado $242M AUM 22.87% 1-Year Est. Return