Boyce & Associates Wealth Consulting’s First Trust Mid Cap Core AlphaDEX Fund FNX Stock Holding History

Boyce & Associates Wealth Consulting’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	$238K	Buy	1,625 +2	+0.1%	+$277	0.16%	72
2026 Q1	$208K	Sell	1,623 -35	-2%	-$4.64K	0.16%	78
2025 Q4	$209K	Sell	1,658 -286	-15%	-$35.8K	0.18%	70
2025 Q3	$244K	Sell	1,944 -152	-7%	-$18.4K	0.2%	66
2025 Q2	$241K	Sell	2,096 -3	-0.1%	-$325	0.22%	65
2025 Q1	$229K	Sell	2,099 -39	-2%	-$4.5K	0.23%	65
2024 Q4	$247K	Buy	2,138 +1	+0%	+$120	0.25%	62
2024 Q3	$250K	Hold	2,137	–	–	0.26%	61
2024 Q2	$232K	Buy	2,137 +1	+0%	+$109	0.27%	61
2024 Q1	$242K	Buy	2,136 +1	+0%	+$105	0.31%	51
2023 Q4	$223K	Buy	+2,135	New	+$200K	0.32%	48
2023 Q3	–	Sell	-2,134	Closed	-$206K	–	50
2023 Q2	$206K	Buy	+2,134	New	+$192K	0.34%	46
2022 Q2	–	Sell	-2,144	Closed	-$210K	–	52
2022 Q1	$210K	Buy	+2,144	New	+$209K	0.31%	50

Other funds holding FNX

TCTWM

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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BEI

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

Boyce & Associates Wealth Consulting's FNX Position: Q2 2026 in Review

Boyce & Associates Wealth Consulting increased its First Trust Mid Cap Core AlphaDEX Fund (FNX) stake by 0.12% in Q2 2026, buying an estimated $277 and bringing the position to 1,625 shares worth $238K. The position accounts for 0.16% of the portfolio, ranked #72.

Boyce & Associates Wealth Consulting first reported a position in FNX in Q1 2022 and has held it in 13 quarters since. The position peaked at $250K in Q3 2024. 114 funds tracked by Wall St. Rank hold FNX as of Q2 2026.

Boyce & Associates Wealth Consulting held 1,625 shares of First Trust Mid Cap Core AlphaDEX Fund worth $238K as of Q2 2026.
Boyce & Associates Wealth Consulting bought 2 First Trust Mid Cap Core AlphaDEX Fund shares in Q2 2026, an estimated $277.
First Trust Mid Cap Core AlphaDEX Fund made up 0.16% of Boyce & Associates Wealth Consulting's portfolio in Q2 2026, its #72 holding.
Boyce & Associates Wealth Consulting first reported a position in First Trust Mid Cap Core AlphaDEX Fund in Q1 2022 and has held it in 13 quarters since.
Boyce & Associates Wealth Consulting's First Trust Mid Cap Core AlphaDEX Fund position peaked at $250K in Q3 2024.
114 funds tracked by Wall St. Rank held First Trust Mid Cap Core AlphaDEX Fund as of Q2 2026.

Based on Boyce & Associates Wealth Consulting's 13F filing for Q2 2026, filed 23 Jul 2026.