Priebe Wealth Holdings’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 | $972K | Sell |
8,459
-9,574
| -53% | -$1.1M | 0.84% | 26 |
|
|
2025
Q1 | $1.97M | Sell |
18,033
-14,371
| -44% | -$1.57M | 1.23% | 14 |
|
|
2024
Q4 | $3.75M | Buy |
32,404
+1,608
| +5% | +$186K | 2.54% | 8 |
|
|
2024
Q3 | $3.61M | Buy |
30,796
+1,966
| +7% | +$230K | 2.63% | 9 |
|
|
2024
Q2 | $3.13M | Buy |
28,830
+2,630
| +10% | +$285K | 2.48% | 9 |
|
|
2024
Q1 | $2.97M | Buy |
26,200
+766
| +3% | +$86.8K | 2.32% | 10 |
|
|
2023
Q4 | $2.66M | Buy |
+25,434
| New | +$2.66M | 2.18% | 10 |
|