Belpointe Asset Management’s First Trust Mid Cap Core AlphaDEX Fund FNX Stock Holding History

Belpointe Asset Management’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	$499K	Buy	3,407 +56	+2%	+$7.76K	0.02%	724
2026 Q1	$430K	Sell	3,351 -40	-1%	-$5.3K	0.02%	745
2025 Q4	$427K	Hold	3,391	–	–	0.02%	709
2025 Q3	$425K	Hold	3,391	–	–	0.02%	671
2025 Q2	$389K	Hold	3,391	–	–	0.02%	671
2025 Q1	$370K	Hold	3,391	–	–	0.02%	652
2024 Q4	$394K	Hold	3,391	–	–	0.02%	573
2024 Q3	$397K	Hold	3,391	–	–	0.02%	564
2024 Q2	$368K	Buy	3,391 +100	+3%	+$10.9K	0.03%	527
2024 Q1	$373K	Buy	3,291 +931	+39%	+$98.1K	0.03%	517
2023 Q4	$247K	Buy	2,360 +40	+2%	+$3.75K	0.02%	599
2023 Q3	$214K	Buy	+2,320	New	+$224K	0.02%	579
2023 Q2	–	Sell	-3,934	Closed	-$354K	–	1553
2023 Q1	$354K	Sell	3,934 -546	-12%	-$50.5K	0.02%	682
2022 Q4	$393K	Buy	4,480 +797	+22%	+$70.3K	0.02%	633
2022 Q3	$296K	Buy	+3,683	New	+$328K	0.02%	693

Other funds holding FNX

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

TCTWM

Three Cord True Wealth Management Beaver, Pennsylvania $210M AUM 21.9% 1-Year Est. Return

Belpointe Asset Management's FNX Position: Q2 2026 in Review

Belpointe Asset Management increased its First Trust Mid Cap Core AlphaDEX Fund (FNX) stake by 1.7% in Q2 2026, buying an estimated $7.76K and bringing the position to 3,407 shares worth $499K. The position accounts for 0.02% of the portfolio, ranked #724.

Belpointe Asset Management first reported a position in FNX in Q3 2022 and has held it in 15 quarters since. 210 funds tracked by Wall St. Rank hold FNX as of Q2 2026.

Belpointe Asset Management held 3,407 shares of First Trust Mid Cap Core AlphaDEX Fund worth $499K as of Q2 2026.
Belpointe Asset Management bought 56 First Trust Mid Cap Core AlphaDEX Fund shares in Q2 2026, an estimated $7.76K.
First Trust Mid Cap Core AlphaDEX Fund made up 0.02% of Belpointe Asset Management's portfolio in Q2 2026, its #724 holding.
Belpointe Asset Management first reported a position in First Trust Mid Cap Core AlphaDEX Fund in Q3 2022 and has held it in 15 quarters since.
210 funds tracked by Wall St. Rank held First Trust Mid Cap Core AlphaDEX Fund as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.