FNX FIRST TR MID CAP CORE ALPHADEX FD

Ownership history in Advisory Services Network, LLC  ·  36 quarters on record

This page tracks every 13F SEC filing in which Advisory Services Network, LLC reported a position in FIRST TR MID CAP CORE ALPHADEX FD (FNX). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.02% (2017 Q4)
Avg. % of fund
0.01%
First filed
2015 Q1
Last filed
2025 Q3
Quarters held
36
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 1,085 -1,151 -51.5% 0.00% $136K $125.03
2024 Q4 ADDED 2,236 +46 +2.1% 0.00% $259K $114.66
2024 Q3 UNCHANGED 2,190 0% 0.00% $238K $115.63
2024 Q2 ADDED 2,190 +63 +3.0% 0.00% $238K $106.68
2024 Q1 REDUCED 2,127 -18 -0.8% 0.01% $241K $111.08
2023 Q4 REDUCED 2,145 -289 -11.9% 0.01% $224K $102.18
2023 Q3 UNCHANGED 2,434 0% 0.01% $224K $89.72
2023 Q2 REDUCED 2,434 -337 -12.2% 0.01% $234K $93.59
2023 Q1 ADDED 2,771 +135 +5.1% 0.01% $249K $87.21
2022 Q4 REDUCED 2,636 -396 -13.1% 0.01% $231K $84.88
26 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    FNX price (monthly, adj. close)
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