AWM
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AE Wealth Management’s First Trust Mid Cap Core AlphaDEX Fund FNX Stock Holding History

AE Wealth Management’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
2026
Q1 		$207K Buy
+1,617
New +$214K ﹤0.01% 1583
2023
Q2 		– Sell
-14,829
Closed -$1.33M – 1957
2023
Q1 		$1.33M Buy
14,829
+2,156
+17% +$200K 0.01% 934
2022
Q4 		$1.11M Buy
12,673
+1,304
+11% +$115K 0.01% 942
2022
Q3 		$913K Buy
11,369
+1,671
+17% +$149K 0.01% 975
2022
Q2 		$811K Buy
9,698
+1,854
+24% +$170K 0.01% 966
2022
Q1 		$770K Buy
7,844
+969
+14% +$94.5K 0.01% 1026
2021
Q4 		$707K Buy
6,875
+2,563
+59% +$262K ﹤0.01% 1103
2021
Q3 		$421K Buy
4,312
+1,097
+34% +$109K ﹤0.01% 1239
2021
Q2 		$322K Sell
3,215
-226
-7% -$22.2K ﹤0.01% 1316
2021
Q1 		$323K Buy
+3,441
New +$312K ﹤0.01% 1223

Other funds holding FNX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
TCTWM
Three Cord True Wealth Management Beaver, Pennsylvania $180M AUM 19.5% 1-Year Est. Return