Prospera Financial Services’s First Trust Mid Cap Value AlphaDEX Fund FNK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-7,410
| Closed | -$378K | – | 1145 |
|
|
2024
Q2 | $378K | Buy |
+7,410
| New | +$378K | 0.01% | 822 |
|
|
2023
Q3 | – | Sell |
-9,703
| Closed | -$443K | – | 1029 |
|
|
2023
Q2 | $443K | Buy |
9,703
+4,542
| +88% | +$208K | 0.02% | 655 |
|
|
2023
Q1 | $225K | Buy |
+5,161
| New | +$225K | 0.01% | 875 |
|
|
2022
Q2 | – | Sell |
-10,150
| Closed | -$473K | – | 1965 |
|
|
2022
Q1 | $473K | Buy |
+10,150
| New | +$473K | 0.02% | 613 |
|