Citizens Financial Group
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Citizens Financial Group’s First Trust Mid Cap Core AlphaDEX Fund FNX Stock Holding History

Citizens Financial 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
2026
Q3 		$1.59M Sell
11,795
-6,487
-35% -$929K 0.02% 366
2026
Q2 		$2.68M Buy
18,282
+12
+0.1% +$1.66K 0.03% 267
2026
Q1 		$2.34M Buy
18,270
+16
+0.1% +$2.12K 0.03% 261
2025
Q4 		$2.3M Buy
18,254
+20
+0.1% +$2.5K 0.03% 268
2025
Q3 		$2.29M Buy
18,234
+10,895
+148% +$1.32M 0.03% 262
2025
Q2 		$843K Sell
7,339
-10,870
-60% -$1.18M 0.01% 387
2025
Q1 		$1.98M Buy
18,209
+15
+0.1% +$1.73K 0.04% 237
2024
Q4 		$2.11M Buy
18,194
+26
+0.1% +$3.11K 0.04% 220
2024
Q3 		$2.13M Buy
18,168
+26
+0.1% +$2.93K 0.04% 213
2024
Q2 		$1.97M Buy
18,142
+20
+0.1% +$2.18K 0.04% 205
2024
Q1 		$2.05M Buy
18,122
+36
+0.2% +$3.79K 0.07% 154
2023
Q4 		$1.89M Buy
18,086
+16
+0.1% +$1.5K 0.07% 167
2023
Q3 		$1.66M Buy
18,070
+13
+0.1% +$1.26K 0.07% 145
2023
Q2 		$1.74M Buy
18,057
+2,777
+18% +$250K 0.06% 171
2023
Q1 		$1.37M Buy
15,280
+15
+0.1% +$1.39K 0.05% 192
2022
Q4 		$1.34M Buy
15,265
+1,806
+13% +$159K 0.05% 171
2022
Q3 		$1.08M Buy
+13,459
New +$1.2M 0.05% 185
2020
Q3 		– Sell
-910
Closed -$57K – 491
2020
Q2 		$57K Hold
910
– – ﹤0.01% 449
2020
Q1 		$44K Buy
+910
New +$59K ﹤0.01% 448
2016
Q3 		– Sell
-240
Closed -$12K – 675
2016
Q2 		$12K Buy
+240
New +$12K ﹤0.01% 455

Other funds holding FNX

Perryman Financial Advisory
Perryman Financial Advisory Dallas, Texas $791M AUM 21.08% 1-Year Est. Return
B. Riley Wealth Advisors
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return
Perigon Wealth Management
Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Purus Wealth Management
Purus Wealth Management Newport Beach, California $366M AUM 31.29% 1-Year Est. Return
Kaydan Wealth Management
Kaydan Wealth Management Fenton, Michigan $291M AUM 15.62% 1-Year Est. Return
Triumph Capital Management
Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return
LVZ Inc
LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return
Park National Corp
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
DHJJ Financial Advisors
DHJJ Financial Advisors Naperville, Illinois $349M AUM 14.55% 1-Year Est. Return

Citizens Financial Group's FNX Position: Q3 2026 in Review

Citizens Financial Group reduced its First Trust Mid Cap Core AlphaDEX Fund (FNX) stake by 35% in Q3 2026, selling an estimated $929K and leaving 11,795 shares worth $1.59M. The position accounts for 0.02% of the portfolio, ranked #366.

Citizens Financial Group first reported a position in FNX in Q2 2016 and has held it in 20 quarters since. The position peaked at $2.68M in Q2 2026. 48 funds tracked by Wall St. Rank hold FNX as of Q3 2026.

  • Citizens Financial Group held 11,795 shares of First Trust Mid Cap Core AlphaDEX Fund worth $1.59M as of Q3 2026.
  • Citizens Financial Group sold 6,487 First Trust Mid Cap Core AlphaDEX Fund shares in Q3 2026, an estimated $929K.
  • First Trust Mid Cap Core AlphaDEX Fund made up 0.02% of Citizens Financial Group's portfolio in Q3 2026, its #366 holding.
  • Citizens Financial Group first reported a position in First Trust Mid Cap Core AlphaDEX Fund in Q2 2016 and has held it in 20 quarters since.
  • Citizens Financial Group's First Trust Mid Cap Core AlphaDEX Fund position peaked at $2.68M in Q2 2026.
  • 48 funds tracked by Wall St. Rank held First Trust Mid Cap Core AlphaDEX Fund as of Q3 2026.

Based on Citizens Financial Group's 13F filing for Q3 2026, filed 23 Oct 2026.