Steward Partners Investment Advisory’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 | $701K | Hold |
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|
2025
Q2 | $642K | Sell |
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|
2025
Q1 | $619K | Buy |
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|
2024
Q4 | $642K | Sell |
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|
2024
Q3 | $651K | Buy |
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|
2024
Q2 | $571K | Sell |
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|
2024
Q1 | $606K | Sell |
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|
2023
Q4 | $643K | Sell |
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|
2023
Q3 | $608K | Sell |
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|
2023
Q2 | $636K | Sell |
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|
2023
Q1 | $676K | Sell |
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|
2022
Q4 | $681K | Buy |
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|
2022
Q3 | $621K | Buy |
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|
2022
Q2 | $590K | Sell |
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|
2022
Q1 | $779K | Hold |
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|
2021
Q4 | $817K | Buy |
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|
2021
Q3 | $725K | Buy |
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|
2021
Q2 | $672K | Buy |
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|
2021
Q1 | $622K | Buy |
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|
2020
Q4 | $537K | Buy |
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|
2020
Q3 | $379K | Hold |
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|
2020
Q2 | $359K | Hold |
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|
2020
Q1 | $277K | Hold |
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|
2019
Q4 | $416K | Buy |
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|
2019
Q3 | $385K | Buy |
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|
2019
Q2 | $274K | Hold |
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|
2019
Q1 | $267K | Buy |
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|
2018
Q4 | $226K | Hold |
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|
2018
Q3 | $281K | Sell |
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|
2018
Q2 | $289K | Buy |
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|
2018
Q1 | $266K | Buy |
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|
2017
Q4 | $257K | Buy |
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|
2017
Q3 | $202K | Buy |
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|
2017
Q2 | $12K | Hold |
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|
2017
Q1 | $12K | Buy |
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