Independent Wealth Network Inc. First Tr Mid Cap Core Alphadex Transaction History

Independent Wealth Network Inc.

$237 Million
Q1 2025

A detailed history of Independent Wealth Network Inc. transactions in First Tr Mid Cap Core Alphadex stock. As of the latest transaction made, Independent Wealth Network Inc. holds 3,870 shares of FNX stock, worth $428,757. This represents 0.18% of its overall portfolio holdings.

Number of Shares

3,870

Previous 4,004 3.35%

Holding current value

$428,757

Previous $463,000 9.07%

% of portfolio

0.18%

Previous 0.2%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 02, 2025	SELL	$105.28 - $121.93 $14,107 - $16,338	-134 Reduced 3.35%	3,870 $421,000
Q4 2024 Jan 17, 2025	SELL	$114.77 - $127.28 $5,968 - $6,618	-52 Reduced 1.28%	4,004 $463,000
Q3 2024 Oct 15, 2024	SELL	$106.85 - $117.19 $2,243 - $2,460	-21 Reduced 0.52%	4,056 $475,000
Q2 2024 Jul 18, 2024	BUY	$104.77 - $113.0 $1,885 - $2,034	18 Added 0.44%	4,077 $442,000
Q1 2024 Apr 11, 2024	SELL	$99.87 - $113.37 $7,590 - $8,616	-76 Reduced 1.84%	4,059 $460,000
Q4 2023 Jan 12, 2024	SELL	$85.27 - $105.52 $5,286 - $6,542	-62 Reduced 1.48%	4,135 $431,000
Q3 2023 Oct 11, 2023	SELL	$90.42 - $100.97 $58,863 - $65,731	-651 Reduced 13.43%	4,197 $386,000
Q2 2023 Jul 12, 2023	SELL	$86.11 - $96.32 $13,347 - $14,929	-155 Reduced 3.1%	4,848 $466,000
Q1 2023 Apr 18, 2023	BUY	$85.22 - $99.52 $1,448 - $1,691	17 Added 0.34%	5,003 $450,000
Q4 2022 Jan 25, 2023	SELL	$82.35 - $93.51 $4,117 - $4,675	-50 Reduced 0.99%	4,986 $0
Q3 2022 Oct 17, 2022	SELL	$80.01 - $96.91 $21,522 - $26,068	-269 Reduced 5.07%	5,036 $404,000
Q2 2022 Jul 26, 2022	SELL	$82.08 - $99.85 $31,190 - $37,943	-380 Reduced 6.68%	5,305 $444,000
Q1 2022 Apr 20, 2022	BUY	$92.21 - $103.86 $15,675 - $17,656	170 Added 3.08%	5,685 $558,000
Q4 2021 Feb 10, 2022	BUY	$97.5 - $107.11 $8,287 - $9,104	85 Added 1.57%	5,515 $567,000
Q3 2021 Nov 04, 2021	BUY	$94.25 - $103.04 $511,777 - $559,507	5,430 New	5,430 $578,000

Others Institutions Holding FNX

# of Institutions

199

Shares Held

7.38M

Call Options Held

Put Options Held

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About FIRST TR MID CAP CORE ALPHADEX

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Independent Wealth Network Inc. First Tr Mid Cap Core Alphadex Transaction History