PW
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Potentia Wealth’s First Trust Mid Cap Core AlphaDEX Fund FNX Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$948K Sell
8,253
-2,189
-21% -$251K 0.54% 21
2025
Q1
$1.14M Sell
10,442
-597
-5% -$65.1K 0.53% 28
2024
Q4
$1.28M Buy
+11,039
New +$1.28M 0.57% 29