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

Coppell Advisory Solutions’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 Q1	–	Sell	-3,001	Closed	-$382K	–	135
2025 Q4	$382K	Hold	3,001	–	–	0.04%	293
2025 Q3	$375K	Hold	3,001	–	–	0.04%	293
2025 Q2	$344K	Hold	3,001	–	–	0.04%	284
2025 Q1	$317K	Sell	3,001 -1	-0%	-$115	0.04%	254
2024 Q4	$347K	Hold	3,002	–	–	0.05%	200
2024 Q3	$351K	Hold	3,002	–	–	0.05%	202
2024 Q2	$326K	Buy	+3,002	New	+$328K	0.05%	197
2023 Q4	$230K	Sell	2,202 -18,187	-89%	-$1.71M	0.05%	247
2023 Q3	$1.79M	Buy	20,389 +20,152	+8,503%	+$1.95M	0.62%	40
2023 Q2	$22.7K	Sell	237 -27,925	-99%	-$2.51M	0.01%	536
2023 Q1	$2.49M	Buy	28,162 +7,773	+38%	+$719K	0.82%	25
2022 Q4	$1.79M	Buy	+20,389	New	+$1.8M	0.61%	41

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

TCTWM

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

Coppell Advisory Solutions's FNX Position: Q1 2026 in Review

Coppell Advisory Solutions sold out of First Trust Mid Cap Core AlphaDEX Fund (FNX) in Q1 2026, closing a stake of 3,001 shares — an estimated $382K sold.

Coppell Advisory Solutions first reported a position in FNX in Q4 2022 and held it in 12 quarters. The position peaked at $2.49M in Q1 2023. 208 funds tracked by Wall St. Rank hold FNX as of Q1 2026.

Coppell Advisory Solutions reported no remaining First Trust Mid Cap Core AlphaDEX Fund position as of Q1 2026 after selling out during the quarter.
Coppell Advisory Solutions sold 3,001 First Trust Mid Cap Core AlphaDEX Fund shares in Q1 2026, an estimated $382K.
Coppell Advisory Solutions first reported a position in First Trust Mid Cap Core AlphaDEX Fund in Q4 2022 and held it in 12 quarters.
Coppell Advisory Solutions's First Trust Mid Cap Core AlphaDEX Fund position peaked at $2.49M in Q1 2023.
208 funds tracked by Wall St. Rank held First Trust Mid Cap Core AlphaDEX Fund as of Q1 2026.

Based on Coppell Advisory Solutions's 13F filing for Q1 2026, filed 15 May 2026.