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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
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
New +$7.04M 0.35% 52
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 		$9.56M 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 		$900 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

PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
FWA
FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return
LWM
Lakeridge Wealth Management Mentor, Ohio $272M AUM 22.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PWM
Purus Wealth Management Newport Beach, California $363M AUM 39.16% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
SEP
Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return
HSWS
Higgins & Schmidt Wealth Strategies Denver, Colorado $242M AUM 22.87% 1-Year Est. Return
WEG
World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return

B. Riley Wealth Advisors's FNX Position: Q2 2026 in Review

B. Riley Wealth Advisors reduced its First Trust Mid Cap Core AlphaDEX Fund (FNX) stake by 5% in Q2 2026, selling an estimated $34.4K and leaving 4,705 shares worth $686K. The position accounts for 0.04% of the portfolio, ranked #393.

B. Riley Wealth Advisors first reported a position in FNX in Q2 2013 and has held it in 35 quarters since. The position peaked at $13.7M in Q4 2021. 29 funds tracked by Wall St. Rank hold FNX as of Q2 2026.

  • B. Riley Wealth Advisors held 4,705 shares of First Trust Mid Cap Core AlphaDEX Fund worth $686K as of Q2 2026.
  • B. Riley Wealth Advisors sold 248 First Trust Mid Cap Core AlphaDEX Fund shares in Q2 2026, an estimated $34.4K.
  • First Trust Mid Cap Core AlphaDEX Fund made up 0.04% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #393 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 35 quarters since.
  • B. Riley Wealth Advisors's First Trust Mid Cap Core AlphaDEX Fund position peaked at $13.7M in Q4 2021.
  • 29 funds tracked by Wall St. Rank held First Trust Mid Cap Core AlphaDEX Fund as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.