PB
FNX icon

Pinnacle Bancorp’s First Trust Mid Cap Core AlphaDEX Fund FNX Stock Holding History

Pinnacle Bancorp’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 		$11.5K Hold
90
– – ﹤0.01% 686
2025
Q4 		$11.3K Sell
90
-10
-10% -$1.25K ﹤0.01% 680
2025
Q3 		$12.5K Hold
100
– – ﹤0.01% 695
2025
Q2 		$11.5K Hold
100
– – ﹤0.01% 696
2025
Q1 		$10.9K Hold
100
– – ﹤0.01% 684
2024
Q4 		$11.6K Hold
100
– – ﹤0.01% 677
2024
Q3 		$11.7K Hold
100
– – ﹤0.01% 670
2024
Q2 		$10.9K Hold
100
– – ﹤0.01% 657
2024
Q1 		$11.3K Hold
100
– – ﹤0.01% 639
2023
Q4 		$10.4K Hold
100
– – ﹤0.01% 623
2023
Q3 		$9.21K Hold
100
– – ﹤0.01% 621
2023
Q2 		$9.63K Sell
100
-200
-67% -$18K ﹤0.01% 607
2023
Q1 		$27K Hold
300
– – 0.01% 459
2022
Q4 		$26K Buy
+300
New +$26.5K 0.01% 437
2017
Q1 		$46K Buy
+790
New +$45.9K 0.03% 292

Other funds holding FNX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B 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