B. Riley Wealth Advisors
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B. Riley Wealth Advisors’s First Trust Mid Cap Core AlphaDEX Fund FNX Stock Holding History

B. Riley Wealth Advisors’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
Q3 		$9.6M Buy
71,053
+66,348
+1,410% +$9.5M 0.37% 49
2026
Q2 		$686K Sell
4,705
-248
-5% -$34.4K 0.04% 393
2026
Q1 		$618K Sell
4,953
-63,926
-93% -$8.47M 0.04% 393
2025
Q4 		$8.68M Buy
68,879
+3,878
+6% +$486K 0.4% 44
2025
Q3 		$8.15M Buy
65,001
+50
+0.1% +$6.04K 0.38% 48
2025
Q2 		$7.46M Buy
64,951
+3,647
+6% +$396K 0.35% 52
2025
Q1 		$6.68M Buy
61,304
+24,236
+65% +$2.8M 0.2% 112
2024
Q4 		$4.29M Sell
37,068
-19,251
-34% -$2.3M 0.14% 158
2024
Q3 		$6.56M Buy
56,319
+3,215
+6% +$362K 0.18% 123
2024
Q2 		$5.76M Buy
53,104
+6,536
+14% +$713K 0.15% 144
2024
Q1 		$4.29M Sell
46,568
-28,320
-38% -$2.98M 0.12% 179
2023
Q4 		$7.82M Buy
74,888
+28,320
+61% +$2.66M 0.21% 106
2023
Q3 		$4.29M Sell
46,568
-46,203
-50% -$4.46M 0.12% 179
2023
Q2 		$8.94M Sell
92,771
-21,754
-19% -$1.96M 0.2% 102
2023
Q1 		$10.3M Sell
114,525
-35,558
-24% -$3.29M 0.27% 75
2022
Q4 		$13.2M Buy
150,083
+18,453
+14% +$1.63M 0.37% 59
2022
Q3 		$10.6M Sell
131,630
-1,812
-1% -$161K 0.32% 69
2022
Q2 		$11.2M Sell
133,442
-5,424
-4% -$499K 0.47% 39
2022
Q1 		$13.6M Buy
138,866
+5,835
+4% +$569K 0.45% 41
2021
Q4 		$13.7M Buy
133,031
+1,481
+1% +$152K 0.39% 47
2021
Q3 		$13M Buy
131,550
+1,383
+1% +$138K 0.41% 46
2021
Q2 		$12.7M Buy
130,167
+4,260
+3% +$418K 0.41% 45
2021
Q1 		$11.2M Buy
125,907
+10,775
+9% +$978K 0.4% 47
2020
Q4 		$9.6M Buy
+115,132
New +$8.71M 0.51% 41
2016
Q4 		– Sell
-16,343
Closed -$865K – 565
2016
Q3 		$865K Sell
16,343
-900
-5% -$47.2K 0.17% 156
2016
Q2 		$872K Buy
+17,243
New +$862K 0.17% 153
2016
Q1 		– Sell
-18,568
Closed -$894K – 570
2015
Q4 		$894K Buy
18,568
+10
+0.1% +$499 0.18% 146
2015
Q3 		$894K Buy
18,558
+690
+4% +$35.5K 0.21% 123
2015
Q2 		$964K Hold
17,868
– – 0.24% 108
2015
Q1 		$975K Buy
17,868
+828
+5% +$44K 0.24% 109
2014
Q4 		$900K Buy
17,040
+3,330
+24% +$171K 0.02% 784
2014
Q3 		$688K Sell
13,710
-9,318
-40% -$487K 0.18% 152
2014
Q2 		$621K Buy
23,028
+13,474
+141% +$691K 0.15% 158
2014
Q1 		$492K Buy
9,554
+1,650
+21% +$82.8K 0.15% 156
2013
Q4 		$399K Buy
7,904
+944
+14% +$45.4K 0.13% 181
2013
Q3 		$319K Buy
6,960
+1,430
+26% +$63.9K 0.11% 209
2013
Q2 		$234K Buy
+5,530
New +$233K 0.08% 283

Other funds holding FNX

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Prospera Financial Services
Prospera Financial Services Dallas, Texas $7.73B AUM 29.41% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Perryman Financial Advisory
Perryman Financial Advisory Dallas, Texas $791M AUM 21.08% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Chicago Partners Investment Group
Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return
Kestra Private Wealth Services
Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return
Western Wealth Management
Western Wealth Management Golden, Colorado $3.07B AUM 19% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

B. Riley Wealth Advisors's FNX Position: Q3 2026 in Review

B. Riley Wealth Advisors increased its First Trust Mid Cap Core AlphaDEX Fund (FNX) stake by 1,410% in Q3 2026, buying an estimated $9.5M and bringing the position to 71,053 shares worth $9.6M. The position accounts for 0.37% of the portfolio, ranked #49.

B. Riley Wealth Advisors first reported a position in FNX in Q2 2013 and has held it in 37 quarters since. The position peaked at $13.7M in Q4 2021. 119 funds tracked by Wall St. Rank hold FNX as of Q3 2026.

  • B. Riley Wealth Advisors held 71,053 shares of First Trust Mid Cap Core AlphaDEX Fund worth $9.6M as of Q3 2026.
  • B. Riley Wealth Advisors bought 66,348 First Trust Mid Cap Core AlphaDEX Fund shares in Q3 2026, an estimated $9.5M.
  • First Trust Mid Cap Core AlphaDEX Fund made up 0.37% of B. Riley Wealth Advisors's portfolio in Q3 2026, its #49 holding.
  • B. Riley Wealth Advisors first reported a position in First Trust Mid Cap Core AlphaDEX Fund in Q2 2013 and has held it in 37 quarters since.
  • B. Riley Wealth Advisors's First Trust Mid Cap Core AlphaDEX Fund position peaked at $13.7M in Q4 2021.
  • 119 funds tracked by Wall St. Rank held First Trust Mid Cap Core AlphaDEX Fund as of Q3 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.