Lakeridge Wealth Management LLC First Tr Mid Cap Core Alphadex Transaction History

Lakeridge Wealth Management LLC

$217 Billion
Q2 2025

A detailed history of Lakeridge Wealth Management LLC transactions in First Tr Mid Cap Core Alphadex stock. As of the latest transaction made, Lakeridge Wealth Management LLC holds 79,719 shares of FNX stock, worth $9.72 Million. This represents 4.21% of its overall portfolio holdings.

Number of Shares

79,719

Previous 74,929 6.39%

Holding current value

$9.72 Million

Previous $8.17 Billion 12.12%

% of portfolio

4.21%

Previous 4.08%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 07, 2025	BUY	$94.92 - $114.85 $454,666 - $550,131	4,790 Added 6.39%	79,719 $9.16 Billion
Q1 2025 Apr 16, 2025	BUY	$105.28 - $121.93 $423,541 - $490,524	4,023 Added 5.67%	74,929 $8.17 Billion
Q4 2024 Jan 30, 2025	BUY	$114.77 - $127.28 $149,201 - $165,464	1,300 Added 1.87%	70,906 $8.21 Billion
Q3 2024 Oct 07, 2024	BUY	$106.85 - $117.19 $412,441 - $452,353	3,860 Added 5.87%	69,606 $8.15 Billion
Q2 2024 Aug 01, 2024	BUY	$104.77 - $113.0 $198,958 - $214,587	1,899 Added 2.97%	65,746 $7.14 Billion
Q1 2024 Apr 29, 2024	SELL	$99.87 - $113.37 $36,752 - $41,720	-368 Reduced 0.57%	63,847 $7.24 Billion
Q4 2023 Feb 14, 2024	BUY	$85.27 - $105.52 $5.48 Million - $6.78 Million	64,215 New	64,215 $6.71 Billion

Others Institutions Holding FNX

# of Institutions

211

Shares Held

7.05M

Call Options Held

Put Options Held

View Full List

About FIRST TR MID CAP CORE ALPHADEX

Ticker FNX
Sector ETFs
Industry ETFs

More about FNX

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Lakeridge Wealth Management LLC First Tr Mid Cap Core Alphadex Transaction History