Kingswood Wealth Advisors, LLC First Tr Mid Cap Core Alphadex Transaction History

Kingswood Wealth Advisors, LLC

  • $2.62 Trillion
  • Q1 2025

A detailed history of Kingswood Wealth Advisors, LLC transactions in First Tr Mid Cap Core Alphadex stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 1,952 shares of FNX stock, worth $219,463. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,952
Previous 1,913 2.04%
Holding current value
$219,463
Previous $221 Million 3.88%
% of portfolio
0.01%
Previous 0.02%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 21, 2025
BUY
$105.28 - $121.93 $4,105 - $4,755
39 Added 2.04%
1,952 $213 Million
Q4 2024

Jan 22, 2025
BUY
$114.77 - $127.28 $219,555 - $243,486
1,913 New
1,913 $221 Million

Others Institutions Holding FNX

# of Institutions
199
Shares Held
7.38M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR MID CAP CORE ALPHADEX

FNX Quotes by TradingView
  • Ticker FNX
  • Sector ETFs
  • Industry ETFs
More about FNX
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