Morey & Quinn Wealth Partners, LLC FNX — FIRST TR MID CAP CORE ALPHAD

Ownership history in Morey & Quinn Wealth Partners, LLC  ·  6 quarters on record

AI Ownership Summary

Morey & Quinn Wealth Partners, LLC reported FIRST TR MID CAP CORE ALPHAD (FNX) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.3% in 2024 Q4. The latest visible filing shows FNX at 0.25% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this FNX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Morey & Quinn Wealth Partners, LLC's position in FIRST TR MID CAP CORE ALPHAD, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

FNX was reported at 0.25% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.3% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

FNX stock page Morey & Quinn Wealth Partners, LLC fund profile Morey & Quinn Wealth Partners, LLC full holdings
How Morey & Quinn Wealth Partners, LLC held FNX — position size vs. price
% of Fund (quarterly)    FNX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 2,778 +50 +1.8% 0.25% $356K 2026-04-22 $137.59
2025 Q4 UNCHANGED — — — 2,728 — 0% 0.25% $344K 2026-01-27 $133.55
2025 Q3 REDUCED — — — 2,728 -115 -4.0% 0.25% $342K 2025-10-28 $125.38
2025 Q2 REDUCED 7.5% +9.1% ❌ 2,843 -230 -7.5% 0.26% $327K 2025-07-23 $118.64
2025 Q1 UNCHANGED — — — 3,073 — 0% 0.28% $335K 2025-04-17 $100.20
2024 Q4 INITIATED — — — 3,073 — — 0.30% $356K 2025-02-12 $117.16

🏢 Other funds also holding FNX

As of 2026 Q1 — sorted by position size

Three Cord True Wealth Management, LLC 9.75% Solutions 4 Wealth, Ltd 4.29% Lakeridge Wealth Management LLC 1.44% PERRYMAN FINANCIAL ADVISORY INC /AD 1.35% Per Stirling Capital Management, LLC. 3Y 1.09% Catalyst Investment Management LLC 1.02% FWG Holdings, LLC 3Y 0.84% PACIFIC SUN FINANCIAL CORP 3Y 7Y 0.57% EverSource Wealth Advisors, LLC 3Y 0.55% Proactive Wealth Strategies LLC 0.54%

FAQ About Morey & Quinn Wealth Partners, LLC and FNX

These are the practical questions this page is built to answer before you even open the full history table.

How long has Morey & Quinn Wealth Partners, LLC reported owning FNX?

Morey & Quinn Wealth Partners, LLC reported FNX across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported FNX position in Morey & Quinn Wealth Partners, LLC's portfolio?

The largest reported portfolio weight for FNX was 0.30% in 2024 Q4.

What is the latest reported FNX position on this page?

The most recent filing on this page is 2026 Q1, when Morey & Quinn Wealth Partners, LLC reported 2,778 shares, equal to 0.25% of portfolio, with an estimated market value of $356K.

What does the chart on this FNX ownership page compare?

The chart compares Morey & Quinn Wealth Partners, LLC's quarterly FNX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Morey & Quinn Wealth Partners, LLC time their FNX position?

Based on 13F filing dates vs. subsequent FNX price moves, Morey & Quinn Wealth Partners, LLC correctly timed 0 out of 3 reported position changes (0%). The annualised alpha on FNX relative to SPY over the holding period was -1.5%.

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