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

AmeriFlex 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
2026 Q1	$217K	Buy	1,694 +33	+2%	+$4.37K	0.11%	163
2025 Q4	$209K	Sell	1,661 -630	-27%	-$78.9K	0.11%	167
2025 Q3	$287K	Buy	+2,291	New	+$277K	0.11%	157
2025 Q2	–	Sell	-1,898	Closed	-$207K	–	1131
2025 Q1	$207K	Sell	1,898 -1,589	-46%	-$183K	0.08%	222
2024 Q4	$421K	Buy	+3,487	New	+$417K	0.19%	108

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

AmeriFlex Group's FNX Position: Q1 2026 in Review

AmeriFlex Group increased its First Trust Mid Cap Core AlphaDEX Fund (FNX) stake by 2% in Q1 2026, buying an estimated $4.37K and bringing the position to 1,694 shares worth $217K. The position accounts for 0.11% of the portfolio, ranked #163.

AmeriFlex Group first reported a position in FNX in Q4 2024 and has held it in 5 quarters since. The position peaked at $421K in Q4 2024. 208 funds tracked by Wall St. Rank hold FNX as of Q1 2026.

AmeriFlex Group held 1,694 shares of First Trust Mid Cap Core AlphaDEX Fund worth $217K as of Q1 2026.
AmeriFlex Group bought 33 First Trust Mid Cap Core AlphaDEX Fund shares in Q1 2026, an estimated $4.37K.
First Trust Mid Cap Core AlphaDEX Fund made up 0.11% of AmeriFlex Group's portfolio in Q1 2026, its #163 holding.
AmeriFlex Group first reported a position in First Trust Mid Cap Core AlphaDEX Fund in Q4 2024 and has held it in 5 quarters since.
AmeriFlex Group's First Trust Mid Cap Core AlphaDEX Fund position peaked at $421K in Q4 2024.
208 funds tracked by Wall St. Rank held First Trust Mid Cap Core AlphaDEX Fund as of Q1 2026.

Based on AmeriFlex Group's 13F filing for Q1 2026, filed 15 May 2026.