Continuum Advisory’s First Trust Mid Cap Core AlphaDEX Fund FNX Stock Holding History

Continuum Advisory’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	$4.68K	Buy	+32	New	+$4.44K	﹤0.01%	1490
2025 Q2	–	Sell	-650	Closed	-$70.8K	–	811
2025 Q1	$70.8K	Hold	650	–	–	0.01%	587
2024 Q4	$75.2K	Hold	650	–	–	0.01%	575
2024 Q3	$78.9K	Hold	650	–	–	0.01%	566
2024 Q2	$70.5K	Hold	650	–	–	0.01%	556
2024 Q1	$72.5K	Buy	+650	New	+$68.5K	0.01%	540

Other funds holding FNX

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Continuum Advisory's FNX Position: Q2 2026 in Review

Continuum Advisory opened a new position in First Trust Mid Cap Core AlphaDEX Fund (FNX) in Q2 2026: 32 shares worth $4.68K. The stake represents ﹤0.01% of the portfolio and ranks #1490 among its holdings. This is a return to the name: Continuum Advisory previously reported a position in FNX as recently as Q1 2025.

Continuum Advisory first reported a position in FNX in Q1 2024 and has held it in 6 quarters since. The position peaked at $78.9K in Q3 2024. 210 funds tracked by Wall St. Rank hold FNX as of Q2 2026.

Continuum Advisory held 32 shares of First Trust Mid Cap Core AlphaDEX Fund worth $4.68K as of Q2 2026.
First Trust Mid Cap Core AlphaDEX Fund was a new Continuum Advisory position in Q2 2026.
First Trust Mid Cap Core AlphaDEX Fund made up ﹤0.01% of Continuum Advisory's portfolio in Q2 2026, its #1490 holding.
Continuum Advisory first reported a position in First Trust Mid Cap Core AlphaDEX Fund in Q1 2024 and has held it in 6 quarters since.
Continuum Advisory's First Trust Mid Cap Core AlphaDEX Fund position peaked at $78.9K in Q3 2024.
210 funds tracked by Wall St. Rank held First Trust Mid Cap Core AlphaDEX Fund as of Q2 2026.

Based on Continuum Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.