Bensler’s First Trust Mid Cap Core AlphaDEX Fund FNX Stock Holding History

Bensler’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	$785K	Buy	5,361 +249	+5%	+$34.5K	0.07%	110
2026 Q1	$656K	Buy	5,112 +921	+22%	+$122K	0.07%	105
2025 Q4	$528K	Buy	4,191 +531	+15%	+$66.5K	0.05%	121
2025 Q3	$459K	Buy	3,660 +1,471	+67%	+$178K	0.05%	118
2025 Q2	$251K	Buy	+2,189	New	+$237K	0.03%	150

Other funds holding FNX

TCTWM

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

PFA

Perryman Financial Advisory Dallas, Texas $751M AUM

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Bensler's FNX Position: Q2 2026 in Review

Bensler increased its First Trust Mid Cap Core AlphaDEX Fund (FNX) stake by 4.9% in Q2 2026, buying an estimated $34.5K and bringing the position to 5,361 shares worth $785K. The position accounts for 0.07% of the portfolio, ranked #110.

Bensler first reported a position in FNX in Q2 2025 and has held it in 5 quarters since. 70 funds tracked by Wall St. Rank hold FNX as of Q2 2026.

Bensler held 5,361 shares of First Trust Mid Cap Core AlphaDEX Fund worth $785K as of Q2 2026.
Bensler bought 249 First Trust Mid Cap Core AlphaDEX Fund shares in Q2 2026, an estimated $34.5K.
First Trust Mid Cap Core AlphaDEX Fund made up 0.07% of Bensler's portfolio in Q2 2026, its #110 holding.
Bensler first reported a position in First Trust Mid Cap Core AlphaDEX Fund in Q2 2025 and has held it in 5 quarters since.
70 funds tracked by Wall St. Rank held First Trust Mid Cap Core AlphaDEX Fund as of Q2 2026.

Based on Bensler's 13F filing for Q2 2026, filed 23 Jul 2026.