CIBC Private Wealth Group’s First Trust Mid Cap Core AlphaDEX Fund FNX Stock Holding History

CIBC Private Wealth Group’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
2025 Q4	$15.4K	Hold	122	–	–	﹤0.01%	2263
2025 Q3	$15.3K	Hold	122	–	–	﹤0.01%	2244
2025 Q2	$14K	Sell	122 -122	-50%	-$13.2K	﹤0.01%	2140
2025 Q1	$23.2K	Hold	244	–	–	﹤0.01%	1939
2024 Q4	$28.4K	Hold	244	–	–	﹤0.01%	1918
2024 Q3	$28.6K	Hold	244	–	–	﹤0.01%	1999
2024 Q2	$26.2K	Hold	244	–	–	﹤0.01%	1936
2024 Q1	$27.4K	Buy	+244	New	+$25.7K	﹤0.01%	1918

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

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

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

TCTWM

Three Cord True Wealth Management Beaver, Pennsylvania $210M AUM 21.9% 1-Year Est. Return

CIBC Private Wealth Group's FNX Position: Q4 2025 in Review

CIBC Private Wealth Group held its First Trust Mid Cap Core AlphaDEX Fund (FNX) position steady in Q4 2025 at 122 shares worth $15.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2263.

CIBC Private Wealth Group first reported a position in FNX in Q1 2024 and has held it in 8 quarters since. The position peaked at $28.6K in Q3 2024. 196 funds tracked by Wall St. Rank hold FNX as of Q4 2025.

CIBC Private Wealth Group held 122 shares of First Trust Mid Cap Core AlphaDEX Fund worth $15.4K as of Q4 2025.
CIBC Private Wealth Group left its First Trust Mid Cap Core AlphaDEX Fund share count unchanged in Q4 2025.
First Trust Mid Cap Core AlphaDEX Fund made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #2263 holding.
CIBC Private Wealth Group first reported a position in First Trust Mid Cap Core AlphaDEX Fund in Q1 2024 and has held it in 8 quarters since.
CIBC Private Wealth Group's First Trust Mid Cap Core AlphaDEX Fund position peaked at $28.6K in Q3 2024.
196 funds tracked by Wall St. Rank held First Trust Mid Cap Core AlphaDEX Fund as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.