ABLE Financial Group’s First Trust Mid Cap Core AlphaDEX Fund FNX Stock Holding History

ABLE Financial Group’s Portfolio FNX Stock Details FNX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-3,248	Closed	-$354K	–	211
2025 Q1	$354K	Hold	3,248	–	–	0.1%	135
2024 Q4	$376K	Buy	3,248 +20	+0.6%	+$2.39K	0.11%	128
2024 Q3	$378K	Buy	3,228 +214	+7%	+$24.1K	0.12%	125
2024 Q2	$327K	Buy	+3,014	New	+$329K	0.12%	129
2023 Q3	–	Sell	-3,317	Closed	-$319K	–	147
2023 Q2	$319K	Buy	3,317 +866	+35%	+$78K	0.17%	102
2023 Q1	$220K	Buy	+2,451	New	+$227K	0.14%	119

Other funds holding FNX

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

TCTWM

Three Cord True Wealth Management Beaver, Pennsylvania $180M AUM 19.5% 1-Year Est. Return

ABLE Financial Group's FNX Position: Q2 2025 in Review

ABLE Financial Group sold out of First Trust Mid Cap Core AlphaDEX Fund (FNX) in Q2 2025, closing a stake of 3,248 shares — an estimated $354K sold.

ABLE Financial Group first reported a position in FNX in Q1 2023 and held it in 6 quarters. The position peaked at $378K in Q3 2024. 190 funds tracked by Wall St. Rank hold FNX as of Q2 2025.

ABLE Financial Group reported no remaining First Trust Mid Cap Core AlphaDEX Fund position as of Q2 2025 after selling out during the quarter.
ABLE Financial Group sold 3,248 First Trust Mid Cap Core AlphaDEX Fund shares in Q2 2025, an estimated $354K.
ABLE Financial Group first reported a position in First Trust Mid Cap Core AlphaDEX Fund in Q1 2023 and held it in 6 quarters.
ABLE Financial Group's First Trust Mid Cap Core AlphaDEX Fund position peaked at $378K in Q3 2024.
190 funds tracked by Wall St. Rank held First Trust Mid Cap Core AlphaDEX Fund as of Q2 2025.

Based on ABLE Financial Group's 13F filing for Q2 2025, filed 14 Jul 2025.