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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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
HighTower Advisors
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

Continuum Advisory's FNX Position: Q2 2025 in Review

Continuum Advisory sold out of First Trust Mid Cap Core AlphaDEX Fund (FNX) in Q2 2025, closing a stake of 650 shares — an estimated $70.8K sold.

Continuum Advisory first reported a position in FNX in Q1 2024 and held it in 5 quarters. The position peaked at $78.9K in Q3 2024. 190 funds tracked by Wall St. Rank hold FNX as of Q2 2025.

  • Continuum Advisory reported no remaining First Trust Mid Cap Core AlphaDEX Fund position as of Q2 2025 after selling out during the quarter.
  • Continuum Advisory sold 650 First Trust Mid Cap Core AlphaDEX Fund shares in Q2 2025, an estimated $70.8K.
  • Continuum Advisory first reported a position in First Trust Mid Cap Core AlphaDEX Fund in Q1 2024 and held it in 5 quarters.
  • Continuum Advisory's First Trust Mid Cap Core AlphaDEX Fund position peaked at $78.9K in Q3 2024.
  • 190 funds tracked by Wall St. Rank held First Trust Mid Cap Core AlphaDEX Fund as of Q2 2025.

Based on Continuum Advisory's 13F filing for Q2 2025, filed 13 Aug 2025.