Why This Wealth Firm Trimmed Its Mid-Cap Exposure by $3 Million
The Motley Fool·2025-11-03 09:50
Fortress Wealth Group (FWG Holdings) reduced its position in the First Trust Mid Cap Core AlphaDEX Fund (FNX +0.46%) in the third quarter, selling an estimated $3.3 million based on average prices during the quarter, according to an SEC filing on Thursday.What HappenedFlorida-based Fortress Wealth Group disclosed in a U.S. Securities and Exchange Commission (SEC) Form 13F filing released on Thursday that it sold 27,140 shares of the First Trust Mid Cap Core AlphaDEX Fund (FNX +0.46%) during the third quarte ...