Quantum Private Wealth’s First Trust Mid Cap Core AlphaDEX Fund FNX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $421K | Hold |
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|
2025
Q2 | $385K | Hold |
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|
2025
Q1 | $366K | Sell |
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|
2024
Q4 | $540K | Hold |
|
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|
2024
Q3 | $547K | Hold |
|
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|
2024
Q2 | $507K | Sell |
|
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|
2024
Q1 | $575K | Hold |
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|
2023
Q4 | $529K | Sell |
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|
2023
Q3 | $494K | Hold |
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|
2023
Q2 | $517K | Hold |
|
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|
2023
Q1 | $483K | Sell |
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|
2022
Q4 | $486K | Hold |
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|
2022
Q3 | $444K | Hold |
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|
2022
Q2 | $463K | Sell |
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|
2022
Q1 | $562K | Hold |
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|
2021
Q4 | $589K | Buy |
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