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

CoreCap 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
2026
Q2 		$19.9K Sell
136
-10
-7% -$1.39K ﹤0.01% 1796
2026
Q1 		$18.7K Hold
146
– – ﹤0.01% 1695
2025
Q4 		$18.4K Sell
146
-130
-47% -$16.3K ﹤0.01% 1713
2025
Q3 		$34.6K Hold
276
– – ﹤0.01% 1461
2025
Q2 		$31.7K Hold
276
– – ﹤0.01% 1431
2025
Q1 		$30.1K Sell
276
-175
-39% -$20.2K ﹤0.01% 1376
2024
Q4 		$52.2K Hold
451
– – ﹤0.01% 1165
2024
Q3 		$52.8K Hold
451
– – ﹤0.01% 1159
2024
Q2 		$48.9K Hold
451
– – 0.01% 669
2024
Q1 		$51.1K Buy
+451
New +$47.5K ﹤0.01% 1094
2022
Q4 		$64K Buy
+729
New +$64.3K ﹤0.01% 901
2022
Q3 		– Sell
-896
Closed -$75K – 1072
2022
Q2 		$75K Buy
+896
New +$82.4K 0.01% 797
2022
Q1 		– Sell
-901
Closed -$93K – 1075
2021
Q4 		$93K Buy
+901
New +$92.3K 0.01% 780

Other funds holding FNX

PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
FWA
FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return
LWM
Lakeridge Wealth Management Mentor, Ohio $272M AUM 22.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PWM
Purus Wealth Management Newport Beach, California $363M AUM 39.16% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
SEP
Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
HSWS
Higgins & Schmidt Wealth Strategies Denver, Colorado $242M AUM 22.87% 1-Year Est. Return