FNX — FIRST TR MID CAP CORE ALPHAD

Ownership history in Solutions 4 Wealth, Ltd  ·  9 quarters on record

This page tracks every 13F SEC filing in which Solutions 4 Wealth, Ltd reported a position in FIRST TR MID CAP CORE ALPHAD (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
7.29% (2023 Q4)
Avg. % of fund
5.09%
First filed
2023 Q4
Last filed
2025 Q4
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 22,329 -84 -0.4% 4.25% $2.8M $125.98
2025 Q3 ADDED 22,413 +9 +0.0% 4.36% $2.8M $125.03
2025 Q2 ADDED 22,404 +1,052 +4.9% 4.29% $2.6M $114.33
2025 Q1 REDUCED 21,352 -76 -0.4% 4.11% $2.3M $108.23
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    FNX price (monthly, adj. close)

Other funds also holding FNX

As of 2025 Q4 — sorted by position size

Lakeridge Wealth Management LLC 1.47% BELLEVUE ASSET MANAGEMENT, LLC 3Y 0.87% Catalyst Investment Management LLC 0.76% FWG Holdings, LLC 3Y 0.6% Per Stirling Capital Management, LLC. 3Y 0.6% Proactive Wealth Strategies LLC 0.59% PACIFIC SUN FINANCIAL CORP 3Y 7Y 0.56% DHJJ Financial Advisors, Ltd. 3Y 0.44% Kaydan Wealth Management, Inc. 3Y 0.44% B. Riley Wealth Advisors, Inc. 3Y 7Y 0.4%
← Back to Solutions 4 Wealth, Ltd Holdings