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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
Q3 		$275K Buy
2,036
+411
+25% +$58.8K 0.17% 68
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

BRWA
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
KWM
Kaydan Wealth Management Fenton, Michigan $291M AUM 15.62% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return
Park National Corp
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
SEP
Southland Equity Partners Wildwood, Missouri $583M AUM 16.78% 1-Year Est. Return
RA
RiverTree Advisors Winter Park, Florida $168M AUM 5.92% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
T
TrueFG Cedar Park, Texas $430M AUM 11.77% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Boyce & Associates Wealth Consulting's FNX Position: Q3 2026 in Review

Boyce & Associates Wealth Consulting increased its First Trust Mid Cap Core AlphaDEX Fund (FNX) stake by 25% in Q3 2026, buying an estimated $58.8K and bringing the position to 2,036 shares worth $275K. The position accounts for 0.17% of the portfolio, ranked #68.

Boyce & Associates Wealth Consulting first reported a position in FNX in Q1 2022 and has held it in 14 quarters since. 20 funds tracked by Wall St. Rank hold FNX as of Q3 2026.

  • Boyce & Associates Wealth Consulting held 2,036 shares of First Trust Mid Cap Core AlphaDEX Fund worth $275K as of Q3 2026.
  • Boyce & Associates Wealth Consulting bought 411 First Trust Mid Cap Core AlphaDEX Fund shares in Q3 2026, an estimated $58.8K.
  • First Trust Mid Cap Core AlphaDEX Fund made up 0.17% of Boyce & Associates Wealth Consulting's portfolio in Q3 2026, its #68 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 14 quarters since.
  • 20 funds tracked by Wall St. Rank held First Trust Mid Cap Core AlphaDEX Fund as of Q3 2026.

Based on Boyce & Associates Wealth Consulting's 13F filing for Q3 2026, filed 14 Oct 2026.