Blue Bell Private Wealth Management’s First Trust Mid Cap Core AlphaDEX Fund FNX Stock Holding History

Blue Bell Private 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 Q1	$372K	Hold	2,900	–	–	0.05%	201
2025 Q4	$365K	Hold	2,900	–	–	0.05%	193
2025 Q3	$364K	Hold	2,900	–	–	0.06%	181
2025 Q2	$333K	Hold	2,900	–	–	0.06%	179
2025 Q1	$316K	Hold	2,900	–	–	0.06%	173
2024 Q4	$336K	Hold	2,900	–	–	0.06%	163
2024 Q3	$340K	Hold	2,900	–	–	0.06%	161
2024 Q2	$315K	Hold	2,900	–	–	0.07%	152
2024 Q1	$329K	Hold	2,900	–	–	0.07%	145
2023 Q4	$303K	Hold	2,900	–	–	0.07%	131
2023 Q3	$267K	Hold	2,900	–	–	0.07%	123
2023 Q2	$279K	Buy	+2,900	New	+$261K	0.07%	119

Other funds holding FNX

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cetera Investment Advisers

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Baird Financial Group

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Three Cord True Wealth Management Beaver, Pennsylvania $180M AUM 19.5% 1-Year Est. Return