Potentia Wealth First Tr Mid Cap Core Alphadex Transaction History

Potentia Wealth

$225 Billion
Q4 2024

A detailed history of Potentia Wealth transactions in First Tr Mid Cap Core Alphadex stock. As of the latest transaction made, Potentia Wealth holds 11,039 shares of FNX stock, worth $1.31 Million. This represents 0.57% of its overall portfolio holdings.

Number of Shares

11,039

Holding current value

$1.31 Million

% of portfolio

0.57%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 11, 2025	BUY	$114.77 - $127.28 $1.27 Million - $1.41 Million	11,039 New	11,039 $1.28 Billion

Others Institutions Holding FNX

# of Institutions

198

Shares Held

7.52M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

1.14M
Shares

$135 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

930K
Shares

$110 Million
0.05% of portfolio
Wells Fargo & Company San Francisco, CA

748K
Shares

$88.6 Million
0.02% of portfolio
Raymond James Financial Inc St. Petersburg, FL

508K
Shares

$60.2 Million
0.02% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

290K
Shares

$34.4 Million
0.05% of portfolio

View Full List

About FIRST TR MID CAP CORE ALPHADEX

Ticker FNX
Sector ETFs
Industry ETFs

More about FNX

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Potentia Wealth, based on Form 13F filings with the SEC.

News

Stay updated on Potentia Wealth with notifications on news.

Account