Arax Advisory Partners’s First Trust Mid Cap Core AlphaDEX Fund FNX Stock Holding History

Arax Advisory Partners’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	$137K	Sell	1,071 -30	-3%	-$3.98K	﹤0.01%	1241
2025 Q4	$139K	Buy	+1,101	New	+$138K	﹤0.01%	1188
2025 Q3	–	Sell	-1,479	Closed	-$170K	–	3849
2025 Q2	$170K	Sell	1,479 -2,314	-61%	-$251K	0.01%	713
2025 Q1	$413K	Buy	3,793 +10	+0.3%	+$1.16K	0.03%	356
2024 Q4	$438K	Buy	+3,783	New	+$453K	0.03%	325

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

Arax Advisory Partners's FNX Position: Q1 2026 in Review

Arax Advisory Partners reduced its First Trust Mid Cap Core AlphaDEX Fund (FNX) stake by 2.7% in Q1 2026, selling an estimated $3.98K and leaving 1,071 shares worth $137K. The position accounts for ﹤0.01% of the portfolio, ranked #1241.

Arax Advisory Partners first reported a position in FNX in Q4 2024 and has held it in 5 quarters since. The position peaked at $438K in Q4 2024. 208 funds tracked by Wall St. Rank hold FNX as of Q1 2026.

Arax Advisory Partners held 1,071 shares of First Trust Mid Cap Core AlphaDEX Fund worth $137K as of Q1 2026.
Arax Advisory Partners sold 30 First Trust Mid Cap Core AlphaDEX Fund shares in Q1 2026, an estimated $3.98K.
First Trust Mid Cap Core AlphaDEX Fund made up ﹤0.01% of Arax Advisory Partners's portfolio in Q1 2026, its #1241 holding.
Arax Advisory Partners first reported a position in First Trust Mid Cap Core AlphaDEX Fund in Q4 2024 and has held it in 5 quarters since.
Arax Advisory Partners's First Trust Mid Cap Core AlphaDEX Fund position peaked at $438K in Q4 2024.
208 funds tracked by Wall St. Rank held First Trust Mid Cap Core AlphaDEX Fund as of Q1 2026.

Based on Arax Advisory Partners's 13F filing for Q1 2026, filed 13 May 2026.