Concurrent Investment Advisors’s First Trust Mid Cap Core AlphaDEX Fund FNX Stock Holding History

Concurrent Investment Advisors’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 Q3	–	Sell	-1,815	Closed	-$208K	–	1532
2025 Q2	$208K	Buy	+1,815	New	+$197K	﹤0.01%	1246
2025 Q1	–	Sell	-1,807	Closed	-$209K	–	1270
2024 Q4	$209K	Buy	1,807 +1	+0.1%	+$120	0.01%	974
2024 Q3	$212K	Sell	1,806 -3,748	-67%	-$422K	0.01%	927
2024 Q2	$603K	Buy	+5,554	New	+$606K	0.02%	540

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

TCTWM

Three Cord True Wealth Management Beaver, Pennsylvania $180M AUM 19.5% 1-Year Est. Return

Concurrent Investment Advisors's FNX Position: Q3 2025 in Review

Concurrent Investment Advisors sold out of First Trust Mid Cap Core AlphaDEX Fund (FNX) in Q3 2025, closing a stake of 1,815 shares — an estimated $208K sold.

Concurrent Investment Advisors first reported a position in FNX in Q2 2024 and held it in 4 quarters. The position peaked at $603K in Q2 2024. 188 funds tracked by Wall St. Rank hold FNX as of Q3 2025.

Concurrent Investment Advisors reported no remaining First Trust Mid Cap Core AlphaDEX Fund position as of Q3 2025 after selling out during the quarter.
Concurrent Investment Advisors sold 1,815 First Trust Mid Cap Core AlphaDEX Fund shares in Q3 2025, an estimated $208K.
Concurrent Investment Advisors first reported a position in First Trust Mid Cap Core AlphaDEX Fund in Q2 2024 and held it in 4 quarters.
Concurrent Investment Advisors's First Trust Mid Cap Core AlphaDEX Fund position peaked at $603K in Q2 2024.
188 funds tracked by Wall St. Rank held First Trust Mid Cap Core AlphaDEX Fund as of Q3 2025.

Based on Concurrent Investment Advisors's 13F filing for Q3 2025, filed 27 Oct 2025.