Cerity Partners’s First Trust Mid Cap Core AlphaDEX Fund FNX Stock Holding History

Cerity Partners’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	$386K	Buy	+2,636	New	+$365K	﹤0.01%	2610

Other funds holding FNX

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Cerity Partners's FNX Position: Q2 2026 in Review

Cerity Partners opened a new position in First Trust Mid Cap Core AlphaDEX Fund (FNX) in Q2 2026: 2,636 shares worth $386K. The stake represents ﹤0.01% of the portfolio and ranks #2610 among its holdings.

210 funds tracked by Wall St. Rank hold FNX as of Q2 2026.

Cerity Partners held 2,636 shares of First Trust Mid Cap Core AlphaDEX Fund worth $386K as of Q2 2026.
First Trust Mid Cap Core AlphaDEX Fund was a new Cerity Partners position in Q2 2026.
First Trust Mid Cap Core AlphaDEX Fund made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #2610 holding.
210 funds tracked by Wall St. Rank held First Trust Mid Cap Core AlphaDEX Fund as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.