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Anderson Financial Strategies’s First Trust Mid Cap Core AlphaDEX Fund FNX Stock Holding History

Anderson Financial Strategies’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
2025
Q2 		– Sell
-500
Closed -$54.5K – 95
2025
Q1 		$54.5K Buy
+500
New +$57.7K 0.03% 102

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LPL Financial
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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
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
TCTWM
Three Cord True Wealth Management Beaver, Pennsylvania $180M AUM 19.5% 1-Year Est. Return

Anderson Financial Strategies's FNX Position: Q2 2025 in Review

Anderson Financial Strategies sold out of First Trust Mid Cap Core AlphaDEX Fund (FNX) in Q2 2025, closing a stake of 500 shares — an estimated $54.5K sold.

Anderson Financial Strategies first reported a position in FNX in Q1 2025 and held it in 1 quarter. The position peaked at $54.5K in Q1 2025. 190 funds tracked by Wall St. Rank hold FNX as of Q2 2025.

  • Anderson Financial Strategies reported no remaining First Trust Mid Cap Core AlphaDEX Fund position as of Q2 2025 after selling out during the quarter.
  • Anderson Financial Strategies sold 500 First Trust Mid Cap Core AlphaDEX Fund shares in Q2 2025, an estimated $54.5K.
  • Anderson Financial Strategies first reported a position in First Trust Mid Cap Core AlphaDEX Fund in Q1 2025 and held it in 1 quarter.
  • Anderson Financial Strategies's First Trust Mid Cap Core AlphaDEX Fund position peaked at $54.5K in Q1 2025.
  • 190 funds tracked by Wall St. Rank held First Trust Mid Cap Core AlphaDEX Fund as of Q2 2025.

Based on Anderson Financial Strategies's 13F filing for Q2 2025, filed 11 Aug 2025.