Cahill Financial Advisors’s First Trust Mid Cap Core AlphaDEX Fund FNX Stock Holding History

Cahill Financial Advisors’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	$276K	Sell	1,885 -86	-4%	-$11.9K	0.03%	258
2026 Q1	$253K	Hold	1,971	–	–	0.03%	259
2025 Q4	$248K	Buy	1,971 +1	+0.1%	+$125	0.03%	261
2025 Q3	$247K	Hold	1,970	–	–	0.03%	261
2025 Q2	$226K	Hold	1,970	–	–	0.03%	259
2025 Q1	$215K	Hold	1,970	–	–	0.03%	252
2024 Q4	$228K	Sell	1,970 -40	-2%	-$4.79K	0.03%	245
2024 Q3	$235K	Buy	2,010 +13	+0.7%	+$1.46K	0.03%	233
2024 Q2	$217K	Buy	1,997 +1	+0.1%	+$109	0.03%	247
2024 Q1	$226K	Buy	1,996 +4	+0.2%	+$421	0.03%	246
2023 Q4	$208K	Buy	+1,992	New	+$187K	0.03%	234
2022 Q2	–	Sell	-2,325	Closed	-$228K	–	211
2022 Q1	$228K	Sell	2,325 -68	-3%	-$6.63K	0.04%	210
2021 Q4	$246K	Buy	2,393 +2	+0.1%	+$205	0.05%	203
2021 Q3	$234K	Sell	2,391 -312	-12%	-$31.1K	0.05%	199
2021 Q2	$271K	Buy	2,703 +3	+0.1%	+$294	0.06%	181
2021 Q1	$253K	Buy	2,700 +3	+0.1%	+$272	0.06%	183
2020 Q4	$224K	Buy	+2,697	New	+$204K	0.06%	184
2020 Q1	–	Sell	-3,851	Closed	-$280K	–	154
2019 Q4	$280K	Sell	3,851 -150	-4%	-$10.5K	0.1%	139
2019 Q3	$271K	Sell	4,001 -87	-2%	-$5.91K	0.11%	138
2019 Q2	$282K	Sell	4,088 -312	-7%	-$21.2K	0.11%	132
2019 Q1	$295K	Sell	4,400 -59	-1%	-$3.86K	0.12%	124
2018 Q4	$258K	Sell	4,459 -260	-6%	-$16.6K	0.13%	128
2018 Q3	$338K	Sell	4,719 -87	-2%	-$6.19K	0.15%	124
2018 Q2	$329K	Sell	4,806 -21	-0.4%	-$1.42K	0.15%	127
2018 Q1	$316K	Sell	4,827 -533	-10%	-$35.5K	0.15%	124
2017 Q4	$353K	Sell	5,360 -419	-7%	-$26.8K	0.18%	110
2017 Q3	$358K	Sell	5,779 -40	-0.7%	-$2.39K	0.19%	108
2017 Q2	$345K	Sell	5,819 -287	-5%	-$16.8K	0.19%	107
2017 Q1	$357K	Sell	6,106 -353	-5%	-$20.5K	0.21%	98
2016 Q4	$365K	Sell	6,459 -1,650	-20%	-$89.2K	0.22%	94
2016 Q3	$429K	Sell	8,109 -562	-6%	-$29.5K	0.28%	83
2016 Q2	$439K	Sell	8,671 -2,885	-25%	-$144K	0.31%	82
2016 Q1	$574K	Sell	11,556 -1,450	-11%	-$66.4K	0.43%	58
2015 Q4	$626K	Sell	13,006 -2,428	-16%	-$121K	0.51%	51
2015 Q3	$743K	Sell	15,434 -1,491	-9%	-$76.6K	0.6%	49
2015 Q2	$913K	Sell	16,925 -330	-2%	-$18.2K	0.68%	41
2015 Q1	$942K	Buy	17,255 +35	+0.2%	+$1.86K	0.72%	39
2014 Q4	$910K	Buy	17,220 +41	+0.2%	+$2.1K	0.7%	41
2014 Q3	$863K	Buy	17,179 +168	+1%	+$8.78K	0.69%	40
2014 Q2	$910K	Sell	17,011 -29	-0.2%	-$1.49K	0.71%	41
2014 Q1	$878K	Buy	17,040 +405	+2%	+$20.3K	0.75%	39
2013 Q4	$840K	Buy	+16,635	New	+$800K	0.73%	36

Other funds holding FNX

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

Cahill Financial Advisors's FNX Position: Q2 2026 in Review

Cahill Financial Advisors reduced its First Trust Mid Cap Core AlphaDEX Fund (FNX) stake by 4.4% in Q2 2026, selling an estimated $11.9K and leaving 1,885 shares worth $276K. The position accounts for 0.03% of the portfolio, ranked #258.

Cahill Financial Advisors first reported a position in FNX in Q4 2013 and has held it in 42 quarters since. The position peaked at $942K in Q1 2015. 150 funds tracked by Wall St. Rank hold FNX as of Q2 2026.

Cahill Financial Advisors held 1,885 shares of First Trust Mid Cap Core AlphaDEX Fund worth $276K as of Q2 2026.
Cahill Financial Advisors sold 86 First Trust Mid Cap Core AlphaDEX Fund shares in Q2 2026, an estimated $11.9K.
First Trust Mid Cap Core AlphaDEX Fund made up 0.03% of Cahill Financial Advisors's portfolio in Q2 2026, its #258 holding.
Cahill Financial Advisors first reported a position in First Trust Mid Cap Core AlphaDEX Fund in Q4 2013 and has held it in 42 quarters since.
Cahill Financial Advisors's First Trust Mid Cap Core AlphaDEX Fund position peaked at $942K in Q1 2015.
150 funds tracked by Wall St. Rank held First Trust Mid Cap Core AlphaDEX Fund as of Q2 2026.

Based on Cahill Financial Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.