Pinnacle Wealth Planning Services’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
Q2 | $241K | Hold |
2,097
| – | – | 0.03% | 366 |
|
|
2025
Q1 | $229K | Hold |
2,097
| – | – | 0.03% | 327 |
|
|
2024
Q4 | $243K | Hold |
2,097
| – | – | 0.04% | 310 |
|
|
2024
Q3 | $246K | Hold |
2,097
| – | – | 0.03% | 372 |
|
|
2024
Q2 | $228K | Hold |
2,097
| – | – | 0.03% | 375 |
|
|
2024
Q1 | $238K | Hold |
2,097
| – | – | 0.03% | 370 |
|
|
2023
Q4 | $219K | Buy |
+2,097
| New | +$219K | 0.03% | 371 |
|
|
2023
Q3 | – | Sell |
-2,097
| Closed | -$202K | – | 464 |
|
|
2023
Q2 | $202K | Buy |
+2,097
| New | +$202K | 0.03% | 387 |
|