United Advisor Group’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 | $825K | Buy |
7,186
+6
| +0.1% | +$689 | 0.14% | 152 |
|
|
2025
Q1 | $782K | Buy |
7,180
+7
| +0.1% | +$763 | 0.16% | 139 |
|
|
2024
Q4 | $830K | Buy |
7,173
+11
| +0.2% | +$1.27K | 0.16% | 142 |
|
|
2024
Q3 | $839K | Buy |
7,162
+8
| +0.1% | +$937 | 0.19% | 122 |
|
|
2024
Q2 | $776K | Sell |
7,154
-462
| -6% | -$50.1K | 0.24% | 93 |
|
|
2024
Q1 | $863K | Buy |
+7,616
| New | +$863K | 0.32% | 84 |
|