Ameritas Advisory Services’s First Trust Mid Cap Core AlphaDEX Fund FNX Stock Holding History

Ameritas Advisory Services’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	$285K	Buy	1,949 +339	+21%	+$47K	0.01%	972
2026 Q1	$206K	Hold	1,610	–	–	0.01%	913
2025 Q4	$203K	Sell	1,610 -723	-31%	-$90.5K	0.01%	902
2025 Q3	$293K	Buy	2,333 +715	+44%	+$86.4K	0.02%	526
2025 Q2	$186K	Sell	1,618 -766	-32%	-$83.1K	0.01%	761
2025 Q1	$276K	Hold	2,384	–	–	0.01%	724
2024 Q4	$276K	Buy	2,384 +1	+0%	+$120	0.01%	749
2024 Q3	$279K	Buy	2,383 +2	+0.1%	+$225	0.01%	700
2024 Q2	$258K	Buy	2,381 +1	+0%	+$109	0.01%	777
2024 Q1	$256K	Sell	2,380 -71	-3%	-$7.48K	0.01%	748
2023 Q4	$258K	Sell	2,451 -457	-16%	-$42.9K	0.01%	587
2023 Q3	$262K	Buy	2,908 +477	+20%	+$46.1K	0.01%	671
2023 Q2	$232K	Buy	2,431 +95	+4%	+$8.56K	0.03%	489
2023 Q1	$210K	Sell	2,336 -2,013	-46%	-$186K	0.01%	751
2022 Q4	$382K	Buy	+4,349	New	+$384K	0.02%	626
2022 Q2	–	Sell	-2,148	Closed	-$211K	–	819
2022 Q1	$211K	Hold	2,148	–	–	0.01%	787
2021 Q4	$221K	Buy	+2,148	New	+$220K	0.01%	748

Other funds holding FNX

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

TCTWM

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

Ameritas Advisory Services's FNX Position: Q2 2026 in Review

Ameritas Advisory Services increased its First Trust Mid Cap Core AlphaDEX Fund (FNX) stake by 21% in Q2 2026, buying an estimated $47K and bringing the position to 1,949 shares worth $285K. The position accounts for 0.01% of the portfolio, ranked #972.

Ameritas Advisory Services first reported a position in FNX in Q4 2021 and has held it in 17 quarters since. The position peaked at $382K in Q4 2022. 210 funds tracked by Wall St. Rank hold FNX as of Q2 2026.

Ameritas Advisory Services held 1,949 shares of First Trust Mid Cap Core AlphaDEX Fund worth $285K as of Q2 2026.
Ameritas Advisory Services bought 339 First Trust Mid Cap Core AlphaDEX Fund shares in Q2 2026, an estimated $47K.
First Trust Mid Cap Core AlphaDEX Fund made up 0.01% of Ameritas Advisory Services's portfolio in Q2 2026, its #972 holding.
Ameritas Advisory Services first reported a position in First Trust Mid Cap Core AlphaDEX Fund in Q4 2021 and has held it in 17 quarters since.
Ameritas Advisory Services's First Trust Mid Cap Core AlphaDEX Fund position peaked at $382K in Q4 2022.
210 funds tracked by Wall St. Rank held First Trust Mid Cap Core AlphaDEX Fund as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.