BKM Wealth Management’s First Trust Mid Cap Core AlphaDEX Fund FNX Stock Holding History

BKM Wealth 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	–	Sell	-1,967	Closed	-$252K	–	150
2026 Q1	$252K	Sell	1,967 -23	-1%	-$3.05K	0.09%	136
2025 Q4	$251K	Buy	1,990 +58	+3%	+$7.26K	0.09%	136
2025 Q3	$242K	Sell	1,932 -10	-0.5%	-$1.21K	0.09%	140
2025 Q2	$223K	Buy	1,942 +136	+8%	+$14.8K	0.09%	151
2025 Q1	$197K	Sell	1,806 -157	-8%	-$18.1K	0.08%	155
2024 Q4	$227K	Buy	1,963 +7	+0.4%	+$838	0.09%	154
2024 Q3	$229K	Buy	1,956 +76	+4%	+$8.56K	0.09%	155
2024 Q2	$204K	Buy	1,880 +15	+0.8%	+$1.64K	0.1%	138
2024 Q1	$211K	Buy	1,865 +92	+5%	+$9.69K	0.09%	153
2023 Q4	$185K	Buy	+1,773	New	+$166K	0.08%	156

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

BKM Wealth Management's FNX Position: Q2 2026 in Review

BKM Wealth Management sold out of First Trust Mid Cap Core AlphaDEX Fund (FNX) in Q2 2026, closing a stake of 1,967 shares — an estimated $252K sold.

BKM Wealth Management first reported a position in FNX in Q4 2023 and held it in 10 quarters. The position peaked at $252K in Q1 2026. 210 funds tracked by Wall St. Rank hold FNX as of Q2 2026.

BKM Wealth Management reported no remaining First Trust Mid Cap Core AlphaDEX Fund position as of Q2 2026 after selling out during the quarter.
BKM Wealth Management sold 1,967 First Trust Mid Cap Core AlphaDEX Fund shares in Q2 2026, an estimated $252K.
BKM Wealth Management first reported a position in First Trust Mid Cap Core AlphaDEX Fund in Q4 2023 and held it in 10 quarters.
BKM Wealth Management's First Trust Mid Cap Core AlphaDEX Fund position peaked at $252K in Q1 2026.
210 funds tracked by Wall St. Rank held First Trust Mid Cap Core AlphaDEX Fund as of Q2 2026.

Based on BKM Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.