S4W
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Solutions 4 Wealth’s First Trust Mid Cap Core AlphaDEX Fund FNX Stock Holding History

Solutions 4 Wealth’s Portfolio FNX Stock Details FNX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.85M Sell
22,247
-82
-0.4% -$10.9K 4.29% 6
2025
Q4 		$2.81M Sell
22,329
-84
-0.4% -$10.5K 4.25% 6
2025
Q3 		$2.81M Buy
22,413
+9
+0% +$1.09K 4.36% 6
2025
Q2 		$2.57M Buy
22,404
+1,052
+5% +$114K 4.29% 5
2025
Q1 		$2.33M Sell
21,352
-76
-0.4% -$8.78K 4.11% 6
2024
Q4 		$2.48M Buy
21,428
+20
+0.1% +$2.39K 4.49% 6
2024
Q3 		$2.51M Buy
21,408
+19
+0.1% +$2.14K 4.9% 4
2024
Q2 		$2.32M Sell
21,389
-26
-0.1% -$2.84K 5.26% 5
2024
Q1 		$2.43M Buy
21,415
+26
+0.1% +$2.74K 6.82% 4
2023
Q4 		$2.23M Buy
+21,389
New +$2.01M 7.29% 5

Other funds holding FNX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
TCTWM
Three Cord True Wealth Management Beaver, Pennsylvania $180M AUM 19.5% 1-Year Est. Return