Cetera Investment Advisers
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Cetera Investment Advisers’s First Trust Mid Cap Core AlphaDEX Fund FNX Stock Holding History

Cetera Investment Advisers’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 		$25.4M Buy
198,133
+2,319
+1% +$307K 0.03% 592
2025
Q4 		$24.7M Sell
195,814
-1,390
-0.7% -$174K 0.03% 576
2025
Q3 		$24.7M Buy
197,204
+27,881
+16% +$3.37M 0.03% 550
2025
Q2 		$19.4M Sell
169,323
-1,120
-0.7% -$121K 0.03% 534
2025
Q1 		$18.6M Buy
170,443
+1,158
+0.7% +$134K 0.04% 493
2024
Q4 		$19.6M Buy
169,285
+3,675
+2% +$440K 0.04% 437
2024
Q3 		$19.4M Buy
165,610
+31,036
+23% +$3.49M 0.04% 424
2024
Q2 		$14.6M Sell
134,574
-4,415
-3% -$482K 0.03% 504
2024
Q1 		$15.8M Buy
138,989
+44,985
+48% +$4.74M 0.04% 473
2023
Q4 		$9.82M Sell
94,004
-4,547
-5% -$426K 0.08% 231
2023
Q3 		$9.08M Sell
98,551
-406
-0.4% -$39.2K 0.08% 243
2023
Q2 		$9.53M Sell
98,957
-10,342
-9% -$931K 0.08% 231
2023
Q1 		$9.83M Sell
109,299
-7,093
-6% -$656K 0.09% 219
2022
Q4 		$10.2M Buy
116,392
+22,966
+25% +$2.03M 0.09% 206
2022
Q3 		$7.5M Buy
93,426
+3,143
+3% +$280K 0.15% 139
2022
Q2 		$7.55M Buy
90,283
+5,896
+7% +$542K 0.12% 179
2022
Q1 		$8.28M Buy
84,387
+4,334
+5% +$423K 0.12% 181
2021
Q4 		$8.23M Buy
80,053
+2,565
+3% +$263K 0.12% 188
2021
Q3 		$7.57M Buy
77,488
+6,066
+8% +$604K 0.12% 186
2021
Q2 		$7.15M Buy
71,422
+33,675
+89% +$3.3M 0.11% 192
2021
Q1 		$3.54M Sell
37,747
-320
-0.8% -$29K 0.07% 289
2020
Q4 		$3.16M Buy
38,067
+20,089
+112% +$1.52M 0.06% 319
2020
Q3 		$1.19M Sell
17,978
-861
-5% -$56.5K 0.1% 235
2020
Q2 		$1.18M Buy
18,839
+321
+2% +$18.4K 0.11% 207
2020
Q1 		$893K Sell
18,518
-1,131
-6% -$73.3K 0.11% 210
2019
Q4 		$1.42M Sell
19,649
-43
-0.2% -$3.01K 0.14% 165
2019
Q3 		$1.33M Sell
19,692
-3,080
-14% -$209K 0.16% 149
2019
Q2 		$1.57M Sell
22,772
-280
-1% -$19K 0.2% 121
2019
Q1 		$1.55M Buy
23,052
+278
+1% +$18.2K 0.22% 116
2018
Q4 		$1.31M Sell
22,774
-566
-2% -$36.2K 0.21% 123
2018
Q3 		$1.67M Buy
23,340
+3,896
+20% +$277K 0.24% 106
2018
Q2 		$1.33M Buy
19,444
+2,104
+12% +$142K 0.23% 115
2018
Q1 		$1.13M Buy
17,340
+1,178
+7% +$78.5K 0.21% 128
2017
Q4 		$1.05M Sell
16,162
-125
-0.8% -$7.99K 0.19% 137
2017
Q3 		$1M Buy
16,287
+3,549
+28% +$212K 0.22% 119
2017
Q2 		$752K Sell
12,738
-528
-4% -$30.9K 0.18% 147
2017
Q1 		$769K Buy
13,266
+96
+0.7% +$5.57K 0.21% 127
2016
Q4 		$747K Sell
13,170
-169
-1% -$9.14K 0.25% 106
2016
Q3 		$708K Sell
13,339
-2,386
-15% -$125K 0.3% 96
2016
Q2 		$795K Sell
15,725
-257
-2% -$12.9K 0.31% 98
2016
Q1 		$791K Buy
15,982
+890
+6% +$40.8K 0.34% 81
2015
Q4 		$725K Buy
+15,092
New +$753K 0.33% 90

Other funds holding FNX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Baird Financial Group
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Cetera Investment Advisers's FNX Position: Q1 2026 in Review

Cetera Investment Advisers increased its First Trust Mid Cap Core AlphaDEX Fund (FNX) stake by 1.2% in Q1 2026, buying an estimated $307K and bringing the position to 198,133 shares worth $25.4M. The position accounts for 0.03% of the portfolio, ranked #592.

Cetera Investment Advisers first reported a position in FNX in Q4 2015 and has held it in 42 quarters since. 208 funds tracked by Wall St. Rank hold FNX as of Q1 2026.

  • Cetera Investment Advisers held 198,133 shares of First Trust Mid Cap Core AlphaDEX Fund worth $25.4M as of Q1 2026.
  • Cetera Investment Advisers bought 2,319 First Trust Mid Cap Core AlphaDEX Fund shares in Q1 2026, an estimated $307K.
  • First Trust Mid Cap Core AlphaDEX Fund made up 0.03% of Cetera Investment Advisers's portfolio in Q1 2026, its #592 holding.
  • Cetera Investment Advisers first reported a position in First Trust Mid Cap Core AlphaDEX Fund in Q4 2015 and has held it in 42 quarters since.
  • 208 funds tracked by Wall St. Rank held First Trust Mid Cap Core AlphaDEX Fund as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.