Cambridge Investment Research Advisors’s First Trust Mid Cap Core AlphaDEX Fund FNX Stock Holding History

Cambridge Investment Research 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 Q1	$4.35M	Sell	33,916 -20,676	-38%	-$2.74M	0.01%	1047
2025 Q4	$6.88M	Sell	54,592 -877	-2%	-$110K	0.02%	757
2025 Q3	$6.96M	Buy	55,469 +2,269	+4%	+$274K	0.02%	732
2025 Q2	$6.11M	Sell	53,200 -3,180	-6%	-$345K	0.02%	742
2025 Q1	$6.14M	Buy	56,380 +1,453	+3%	+$168K	0.02%	694
2024 Q4	$6.36M	Sell	54,927 -25,033	-31%	-$3M	0.02%	673
2024 Q3	$9.37M	Sell	79,960 -41,835	-34%	-$4.71M	0.03%	530
2024 Q2	$13.2M	Buy	121,795 +44,696	+58%	+$4.88M	0.05%	384
2024 Q1	$8.74M	Buy	77,099 +3,485	+5%	+$367K	0.03%	505
2023 Q4	$7.69M	Sell	73,614 -6,647	-8%	-$623K	0.03%	514
2023 Q3	$7.39M	Buy	80,261 +10,973	+16%	+$1.06M	0.03%	484
2023 Q2	$6.67M	Buy	69,288 +4,792	+7%	+$432K	0.03%	526
2023 Q1	$5.8M	Buy	64,496 +3,494	+6%	+$323K	0.03%	564
2022 Q4	$5.36M	Buy	61,002 +540	+0.9%	+$47.7K	0.03%	576
2022 Q3	$4.85M	Buy	60,462 +28,052	+87%	+$2.5M	0.03%	581
2022 Q2	$2.71M	Buy	32,410 +3,110	+11%	+$286K	0.01%	893
2022 Q1	$2.88M	Sell	29,300 -14,798	-34%	-$1.44M	0.01%	943
2021 Q4	$4.54M	Buy	44,098 +9,984	+29%	+$1.02M	0.02%	684
2021 Q3	$3.33M	Buy	34,114 +4,707	+16%	+$469K	0.02%	814
2021 Q2	$2.94M	Buy	29,407 +1,544	+6%	+$151K	0.01%	907
2021 Q1	$2.61M	Sell	27,863 -1,800	-6%	-$163K	0.01%	876
2020 Q4	$2.46M	Sell	29,663 -2,569	-8%	-$194K	0.01%	821
2020 Q3	$2.13M	Sell	32,232 -1,855	-5%	-$122K	0.01%	773
2020 Q2	$2.13M	Sell	34,087 -13,031	-28%	-$746K	0.02%	744
2020 Q1	$2.27M	Sell	47,118 -24,045	-34%	-$1.56M	0.02%	616
2019 Q4	$5.16M	Buy	71,163 +736	+1%	+$51.5K	0.04%	459
2019 Q3	$4.76M	Sell	70,427 -7,250	-9%	-$492K	0.04%	428
2019 Q2	$5.34M	Sell	77,677 -3,071	-4%	-$209K	0.05%	361
2019 Q1	$5.41M	Buy	80,748 +14,904	+23%	+$974K	0.05%	350
2018 Q4	$3.81M	Buy	65,844 +4,706	+8%	+$301K	0.04%	414
2018 Q3	$4.38M	Buy	61,138 +21,519	+54%	+$1.53M	0.04%	412
2018 Q2	$2.71M	Sell	39,619 -391	-1%	-$26.4K	0.03%	542
2018 Q1	$2.62M	Sell	40,010 -928	-2%	-$61.8K	0.03%	538
2017 Q4	$2.69M	Buy	40,938 +18,685	+84%	+$1.19M	0.03%	489
2017 Q3	$1.38M	Sell	22,253 -25,423	-53%	-$1.52M	0.02%	685
2017 Q2	$2.82M	Sell	47,676 -20,894	-30%	-$1.22M	0.04%	398
2017 Q1	$4.01M	Buy	68,570 +2,212	+3%	+$128K	0.07%	270
2016 Q4	$3.74M	Buy	66,358 +39,832	+150%	+$2.15M	0.07%	260
2016 Q3	$1.4M	Buy	26,526 +4,724	+22%	+$248K	0.03%	543
2016 Q2	$1.1M	Buy	21,802 +142	+0.7%	+$7.1K	0.02%	566
2016 Q1	$1.07M	Sell	21,660 -3,810	-15%	-$175K	0.02%	541
2015 Q4	$1.22M	Sell	25,470 -6,793	-21%	-$339K	0.03%	494
2015 Q3	$1.55M	Sell	32,263 -5,625	-15%	-$289K	0.04%	365
2015 Q2	$2.04M	Buy	37,888 +13,096	+53%	+$721K	0.06%	309
2015 Q1	$1.35M	Buy	24,792 +6,809	+38%	+$362K	0.04%	411
2014 Q4	$950K	Sell	17,983 -7,237	-29%	-$371K	0.03%	504
2014 Q3	$1.27M	Sell	25,220 -2,189	-8%	-$114K	0.04%	437
2014 Q2	$1.47M	Buy	27,409 +816	+3%	+$41.9K	0.05%	345
2014 Q1	$1.37M	Buy	26,593 +10,561	+66%	+$530K	0.05%	345
2013 Q4	$809K	Buy	16,032 +493	+3%	+$23.7K	0.03%	469
2013 Q3	$713K	Buy	15,539 +1,616	+12%	+$72.2K	0.03%	483
2013 Q2	$588K	Buy	+13,923	New	+$588K	0.03%	477

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

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

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

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

TCTWM

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

Cambridge Investment Research Advisors's FNX Position: Q1 2026 in Review

Cambridge Investment Research Advisors reduced its First Trust Mid Cap Core AlphaDEX Fund (FNX) stake by 38% in Q1 2026, selling an estimated $2.74M and leaving 33,916 shares worth $4.35M. The position accounts for 0.01% of the portfolio, ranked #1047.

Cambridge Investment Research Advisors first reported a position in FNX in Q2 2013 and has held it in 52 quarters since. The position peaked at $13.2M in Q2 2024. 208 funds tracked by Wall St. Rank hold FNX as of Q1 2026.

Cambridge Investment Research Advisors held 33,916 shares of First Trust Mid Cap Core AlphaDEX Fund worth $4.35M as of Q1 2026.
Cambridge Investment Research Advisors sold 20,676 First Trust Mid Cap Core AlphaDEX Fund shares in Q1 2026, an estimated $2.74M.
First Trust Mid Cap Core AlphaDEX Fund made up 0.01% of Cambridge Investment Research Advisors's portfolio in Q1 2026, its #1047 holding.
Cambridge Investment Research Advisors first reported a position in First Trust Mid Cap Core AlphaDEX Fund in Q2 2013 and has held it in 52 quarters since.
Cambridge Investment Research Advisors's First Trust Mid Cap Core AlphaDEX Fund position peaked at $13.2M in Q2 2024.
208 funds tracked by Wall St. Rank held First Trust Mid Cap Core AlphaDEX Fund as of Q1 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.