American Institute for Advanced Investment Management’s First Trust Mid Cap Core AlphaDEX Fund FNX Stock Holding History

American Institute for Advanced Investment 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 Q2	$257K	Hold	1,755	–	–	0.15%	143
2026 Q1	$225K	Hold	1,755	–	–	0.15%	145
2025 Q4	$221K	Hold	1,755	–	–	0.14%	142
2025 Q3	$220K	Hold	1,755	–	–	0.14%	138
2025 Q2	$202K	Sell	1,755 -1,525	-46%	-$165K	0.14%	141
2025 Q1	$357K	Sell	3,280 -2,110	-39%	-$244K	0.27%	91
2024 Q4	$624K	Sell	5,390 -2,374	-31%	-$284K	0.47%	63
2024 Q3	$910K	Sell	7,764 -274	-3%	-$30.8K	0.65%	49
2024 Q2	$872K	Buy	8,038 +346	+4%	+$37.8K	0.67%	49
2024 Q1	$872K	Buy	7,692 +627	+9%	+$66.1K	0.69%	47
2023 Q4	$738K	Sell	7,065 -494	-7%	-$46.3K	0.65%	47
2023 Q3	$737K	Buy	7,559 +2,414	+47%	+$233K	0.68%	45
2023 Q2	$496K	Buy	+5,145	New	+$463K	0.43%	65

Other funds holding FNX

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

TCTWM

Three Cord True Wealth Management Beaver, Pennsylvania $210M AUM 21.9% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

PFA

Perryman Financial Advisory Dallas, Texas $751M AUM

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

KPWS

Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

American Institute for Advanced Investment Management's FNX Position: Q2 2026 in Review

American Institute for Advanced Investment Management held its First Trust Mid Cap Core AlphaDEX Fund (FNX) position steady in Q2 2026 at 1,755 shares worth $257K. The position accounts for 0.15% of the portfolio, ranked #143.

American Institute for Advanced Investment Management first reported a position in FNX in Q2 2023 and has held it in 13 quarters since. The position peaked at $910K in Q3 2024. 126 funds tracked by Wall St. Rank hold FNX as of Q2 2026.

American Institute for Advanced Investment Management held 1,755 shares of First Trust Mid Cap Core AlphaDEX Fund worth $257K as of Q2 2026.
American Institute for Advanced Investment Management left its First Trust Mid Cap Core AlphaDEX Fund share count unchanged in Q2 2026.
First Trust Mid Cap Core AlphaDEX Fund made up 0.15% of American Institute for Advanced Investment Management's portfolio in Q2 2026, its #143 holding.
American Institute for Advanced Investment Management first reported a position in First Trust Mid Cap Core AlphaDEX Fund in Q2 2023 and has held it in 13 quarters since.
American Institute for Advanced Investment Management's First Trust Mid Cap Core AlphaDEX Fund position peaked at $910K in Q3 2024.
126 funds tracked by Wall St. Rank held First Trust Mid Cap Core AlphaDEX Fund as of Q2 2026.

Based on American Institute for Advanced Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.