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Catalyst Investment Management’s First Trust Mid Cap Core AlphaDEX Fund FNX Stock Holding History

Catalyst Investment 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 		$976K Hold
6,668
– – 0.89% 27
2026
Q1 		$919K Buy
6,668
+296
+5% +$39.2K 1.02% 23
2025
Q4 		$803K Buy
+6,372
New +$798K 0.76% 34

Other funds holding FNX

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
TCTWM
Three Cord True Wealth Management Beaver, Pennsylvania $210M AUM 21.9% 1-Year Est. Return

Catalyst Investment Management's FNX Position: Q2 2026 in Review

Catalyst Investment Management held its First Trust Mid Cap Core AlphaDEX Fund (FNX) position steady in Q2 2026 at 6,668 shares worth $976K. The position accounts for 0.89% of the portfolio, ranked #27.

Catalyst Investment Management first reported a position in FNX in Q4 2025 and has held it in 3 quarters since. 210 funds tracked by Wall St. Rank hold FNX as of Q2 2026.

  • Catalyst Investment Management held 6,668 shares of First Trust Mid Cap Core AlphaDEX Fund worth $976K as of Q2 2026.
  • Catalyst Investment Management left its First Trust Mid Cap Core AlphaDEX Fund share count unchanged in Q2 2026.
  • First Trust Mid Cap Core AlphaDEX Fund made up 0.89% of Catalyst Investment Management's portfolio in Q2 2026, its #27 holding.
  • Catalyst Investment Management first reported a position in First Trust Mid Cap Core AlphaDEX Fund in Q4 2025 and has held it in 3 quarters since.
  • 210 funds tracked by Wall St. Rank held First Trust Mid Cap Core AlphaDEX Fund as of Q2 2026.

Based on Catalyst Investment Management's 13F filing for Q2 2026, filed 10 Aug 2026.