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

Kingswood Wealth Advisors, LLC

  • $1.65 Trillion
  • Q3 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 2,197 shares of FNX stock, worth $266,232. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,197
Previous 1,856 18.37%
Holding current value
$266,232
Previous $213 Million 29.26%
% of portfolio
0.02%
Previous 0.02%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 23, 2025
BUY
$115.08 - $126.88 $39,242 - $43,266
341 Added 18.37%
2,197 $276 Million
Q2 2025

Jul 23, 2025
SELL
$94.92 - $114.85 $9,112 - $11,025
-96 Reduced 4.92%
1,856 $213 Million
Q1 2025

Jul 25, 2025
SELL
$105.28 - $121.93 $210 - $243
-2 Reduced 0.11%
1,854 $202 Million
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
212
Shares Held
6.73M
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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