Potentia Wealth First Tr Mid Cap Core Alphadex Transaction History
Potentia Wealth
- $213 Billion
- Q1 2025
A detailed history of Potentia Wealth transactions in First Tr Mid Cap Core Alphadex stock. As of the latest transaction made, Potentia Wealth holds 10,442 shares of FNX stock, worth $1.22 Million. This represents 0.53% of its overall portfolio holdings.
Number of Shares
10,442
Previous 11,039
5.41%
Holding current value
$1.22 Million
Previous $1.28 Billion
10.92%
% of portfolio
0.53%
Previous 0.57%
Shares
2 transactions
Others Institutions Holding FNX
# of Institutions
202Shares Held
7.08MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.22MShares$143 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC914KShares$107 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA680KShares$79.5 Million0.02% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL509KShares$59.5 Million0.02% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL290KShares$33.9 Million0.05% of portfolio