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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
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% +$1.25K 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

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

Citizens Financial Group's FNX Position: Q2 2026 in Review

Citizens Financial Group increased its First Trust Mid Cap Core AlphaDEX Fund (FNX) stake by 0.07% in Q2 2026, buying an estimated $1.66K and bringing the position to 18,282 shares worth $2.68M. The position accounts for 0.03% of the portfolio, ranked #267.

Citizens Financial Group first reported a position in FNX in Q2 2016 and has held it in 19 quarters since. 210 funds tracked by Wall St. Rank hold FNX as of Q2 2026.

  • Citizens Financial Group held 18,282 shares of First Trust Mid Cap Core AlphaDEX Fund worth $2.68M as of Q2 2026.
  • Citizens Financial Group bought 12 First Trust Mid Cap Core AlphaDEX Fund shares in Q2 2026, an estimated $1.66K.
  • First Trust Mid Cap Core AlphaDEX Fund made up 0.03% of Citizens Financial Group's portfolio in Q2 2026, its #267 holding.
  • Citizens Financial Group first reported a position in First Trust Mid Cap Core AlphaDEX Fund in Q2 2016 and has held it in 19 quarters since.
  • 210 funds tracked by Wall St. Rank held First Trust Mid Cap Core AlphaDEX Fund as of Q2 2026.

Based on Citizens Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.