BSWM
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Boston Standard Wealth Management’s First Trust Mid Cap Core AlphaDEX Fund FNX Stock Holding History

Boston Standard 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 		$204K Buy
+1,400
New +$194K 0.03% 56

Other funds holding FNX

TCTWM
Three Cord True Wealth Management Beaver, Pennsylvania $210M AUM 21.9% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
PFA
Perryman Financial Advisory Dallas, Texas $751M AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
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
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Boston Standard Wealth Management's FNX Position: Q2 2026 in Review

Boston Standard Wealth Management opened a new position in First Trust Mid Cap Core AlphaDEX Fund (FNX) in Q2 2026: 1,400 shares worth $204K. The stake represents 0.03% of the portfolio and ranks #56 among its holdings.

95 funds tracked by Wall St. Rank hold FNX as of Q2 2026.

  • Boston Standard Wealth Management held 1,400 shares of First Trust Mid Cap Core AlphaDEX Fund worth $204K as of Q2 2026.
  • First Trust Mid Cap Core AlphaDEX Fund was a new Boston Standard Wealth Management position in Q2 2026.
  • First Trust Mid Cap Core AlphaDEX Fund made up 0.03% of Boston Standard Wealth Management's portfolio in Q2 2026, its #56 holding.
  • 95 funds tracked by Wall St. Rank held First Trust Mid Cap Core AlphaDEX Fund as of Q2 2026.

Based on Boston Standard Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.