Potentia Wealth First Tr Mid Cap Core Alphadex Transaction History
Potentia Wealth
- $175 Billion
- Q2 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 8,253 shares of FNX stock, worth $1.04 Million. This represents 0.54% of its overall portfolio holdings.
Number of Shares
8,253
Previous 10,442
20.96%
Holding current value
$1.04 Million
Previous $1.14 Billion
16.71%
% of portfolio
0.54%
Previous 0.53%
Shares
3 transactions
Others Institutions Holding FNX
# of Institutions
213Shares Held
6.99MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.11MShares$141 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC914KShares$115 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA782KShares$98.8 Million0.02% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL487KShares$61.5 Million0.02% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL290KShares$36.6 Million0.05% of portfolio