Anchor Investment Management’s First Trust Mid Cap Core AlphaDEX Fund FNX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $35K | Hold |
273
| – | – | ﹤0.01% | 642 |
|
|
2025
Q4 | $34.4K | Hold |
273
| – | – | ﹤0.01% | 653 |
|
|
2025
Q3 | $34.2K | Hold |
273
| – | – | ﹤0.01% | 648 |
|
|
2025
Q2 | $31.4K | Hold |
273
| – | – | ﹤0.01% | 650 |
|
|
2025
Q1 | $29.8K | Hold |
273
| – | – | ﹤0.01% | 653 |
|
|
2024
Q4 | $31.6K | Hold |
273
| – | – | ﹤0.01% | 637 |
|
|
2024
Q3 | $32K | Hold |
273
| – | – | ﹤0.01% | 637 |
|
|
2024
Q2 | $29.6K | Hold |
273
| – | – | ﹤0.01% | 590 |
|
|
2024
Q1 | $30.9K | Hold |
273
| – | – | ﹤0.01% | 608 |
|
|
2023
Q4 | $28.5K | Hold |
273
| – | – | ﹤0.01% | 602 |
|
|
2023
Q3 | $25.1K | Hold |
273
| – | – | ﹤0.01% | 621 |
|
|
2023
Q2 | $26.3K | Hold |
273
| – | – | ﹤0.01% | 609 |
|
|
2023
Q1 | $24.6K | Hold |
273
| – | – | ﹤0.01% | 640 |
|
|
2022
Q4 | $24K | Hold |
273
| – | – | ﹤0.01% | 618 |
|
|
2022
Q3 | $21.9K | Hold |
273
| – | – | ﹤0.01% | 614 |
|
|
2022
Q2 | $22.8K | Hold |
273
| – | – | ﹤0.01% | 631 |
|
|
2022
Q1 | $26.8K | Hold |
273
| – | – | ﹤0.01% | 625 |
|
|
2021
Q4 | $28.1K | Hold |
273
| – | – | ﹤0.01% | 645 |
|
|
2021
Q3 | $26.7K | Hold |
273
| – | – | ﹤0.01% | 601 |
|
|
2021
Q2 | $27.3K | Hold |
273
| – | – | ﹤0.01% | 615 |
|
|
2021
Q1 | $25.6K | Hold |
273
| – | – | ﹤0.01% | 600 |
|
|
2020
Q4 | $22.7K | Hold |
273
| – | – | ﹤0.01% | 585 |
|
|
2020
Q3 | $18K | Hold |
273
| – | – | ﹤0.01% | 580 |
|
|
2020
Q2 | $17.1K | Hold |
273
| – | – | ﹤0.01% | 573 |
|
|
2020
Q1 | $13.2K | Hold |
273
| – | – | ﹤0.01% | 598 |
|
|
2019
Q4 | $19.8K | Hold |
273
| – | – | ﹤0.01% | 566 |
|
|
2019
Q3 | $18.4K | Hold |
273
| – | – | ﹤0.01% | 570 |
|
|
2019
Q2 | $18.8K | Hold |
273
| – | – | ﹤0.01% | 567 |
|
|
2019
Q1 | $18.3K | Hold |
273
| – | – | ﹤0.01% | 566 |
|
|
2018
Q4 | $15.8K | Hold |
273
| – | – | ﹤0.01% | 569 |
|
|
2018
Q3 | $19.6K | Hold |
273
| – | – | ﹤0.01% | 574 |
|
|
2018
Q2 | $18.7K | Hold |
273
| – | – | ﹤0.01% | 589 |
|
|
2018
Q1 | $17.9K | Hold |
273
| – | – | ﹤0.01% | 578 |
|
|
2017
Q4 | $17.9K | Hold |
273
| – | – | ﹤0.01% | 579 |
|
|
2017
Q3 | $16.9K | Hold |
273
| – | – | ﹤0.01% | 570 |
|
|
2017
Q2 | $16.2K | Hold |
273
| – | – | 0.01% | 516 |
|
|
2017
Q1 | $16K | Hold |
273
| – | – | 0.01% | 513 |
|
|
2016
Q4 | $15.4K | Hold |
273
| – | – | 0.01% | 495 |
|
|
2016
Q3 | $14.4K | Hold |
273
| – | – | 0.01% | 483 |
|
|
2016
Q2 | $13.8K | Hold |
273
| – | – | 0.01% | 482 |
|
|
2016
Q1 | $13.5K | Buy |
+273
| New | +$12.5K | 0.01% | 467 |
|
Other funds holding FNX
TCTWM
Anchor Investment Management's FNX Position: Q1 2026 in Review
Anchor Investment Management held its First Trust Mid Cap Core AlphaDEX Fund (FNX) position steady in Q1 2026 at 273 shares worth $35K. The position accounts for ﹤0.01% of the portfolio, ranked #642.
Anchor Investment Management first reported a position in FNX in Q1 2016 and has held it in 41 quarters since. 208 funds tracked by Wall St. Rank hold FNX as of Q1 2026.
- Anchor Investment Management held 273 shares of First Trust Mid Cap Core AlphaDEX Fund worth $35K as of Q1 2026.
- Anchor Investment Management left its First Trust Mid Cap Core AlphaDEX Fund share count unchanged in Q1 2026.
- First Trust Mid Cap Core AlphaDEX Fund made up ﹤0.01% of Anchor Investment Management's portfolio in Q1 2026, its #642 holding.
- Anchor Investment Management first reported a position in First Trust Mid Cap Core AlphaDEX Fund in Q1 2016 and has held it in 41 quarters since.
- 208 funds tracked by Wall St. Rank held First Trust Mid Cap Core AlphaDEX Fund as of Q1 2026.
Based on Anchor Investment Management's 13F filing for Q1 2026, filed 1 May 2026.