Cornerstone Financial Group’s First Trust Mid Cap Core AlphaDEX Fund FNX Stock Holding History

Cornerstone Financial Group’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 Q3	$260K	Buy	1,927 +6	+0.3%	+$859	0.15%	64
2026 Q2	$281K	Buy	1,921 +3	+0.2%	+$416	0.17%	62
2026 Q1	$265K	Buy	1,918 +5	+0.3%	+$663	0.17%	64
2025 Q4	$241K	Buy	1,913 +6	+0.3%	+$751	0.17%	66
2025 Q3	$239K	Buy	1,907 +3	+0.2%	+$363	0.19%	66
2025 Q2	$219K	Buy	1,904 +4	+0.2%	+$434	0.19%	67
2025 Q1	$213K	Buy	1,900 +5	+0.3%	+$577	0.19%	66
2024 Q4	$219K	Buy	+1,895	New	+$227K	0.22%	66

Other funds holding FNX

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Three Cord True Wealth Management Beaver, Pennsylvania $214M AUM 14.18% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $7.73B AUM 29.41% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Perryman Financial Advisory Dallas, Texas $791M AUM 21.08% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

Cornerstone Financial Group's FNX Position: Q3 2026 in Review

Cornerstone Financial Group increased its First Trust Mid Cap Core AlphaDEX Fund (FNX) stake by 0.31% in Q3 2026, buying an estimated $859 and bringing the position to 1,927 shares worth $260K. The position accounts for 0.15% of the portfolio, ranked #64.

Cornerstone Financial Group first reported a position in FNX in Q4 2024 and has held it in 8 quarters since. The position peaked at $281K in Q2 2026. 162 funds tracked by Wall St. Rank hold FNX as of Q3 2026.

Cornerstone Financial Group held 1,927 shares of First Trust Mid Cap Core AlphaDEX Fund worth $260K as of Q3 2026.
Cornerstone Financial Group bought 6 First Trust Mid Cap Core AlphaDEX Fund shares in Q3 2026, an estimated $859.
First Trust Mid Cap Core AlphaDEX Fund made up 0.15% of Cornerstone Financial Group's portfolio in Q3 2026, its #64 holding.
Cornerstone Financial Group first reported a position in First Trust Mid Cap Core AlphaDEX Fund in Q4 2024 and has held it in 8 quarters since.
Cornerstone Financial Group's First Trust Mid Cap Core AlphaDEX Fund position peaked at $281K in Q2 2026.
162 funds tracked by Wall St. Rank held First Trust Mid Cap Core AlphaDEX Fund as of Q3 2026.

Based on Cornerstone Financial Group's 13F filing for Q3 2026, filed 12 Nov 2026.