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 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 $445B AUM 25.58% 1-Year Est. Return

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

TCTWM

Three Cord True Wealth Management Beaver, Pennsylvania $210M AUM 21.9% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

PFA

Perryman Financial Advisory Dallas, Texas $751M AUM

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

KPWS

Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Cornerstone Financial Group's FNX Position: Q2 2026 in Review

Cornerstone Financial Group increased its First Trust Mid Cap Core AlphaDEX Fund (FNX) stake by 0.16% in Q2 2026, buying an estimated $416 and bringing the position to 1,921 shares worth $281K. The position accounts for 0.17% of the portfolio, ranked #62.

Cornerstone Financial Group first reported a position in FNX in Q4 2024 and has held it in 7 quarters since. 145 funds tracked by Wall St. Rank hold FNX as of Q2 2026.

Cornerstone Financial Group held 1,921 shares of First Trust Mid Cap Core AlphaDEX Fund worth $281K as of Q2 2026.
Cornerstone Financial Group bought 3 First Trust Mid Cap Core AlphaDEX Fund shares in Q2 2026, an estimated $416.
First Trust Mid Cap Core AlphaDEX Fund made up 0.17% of Cornerstone Financial Group's portfolio in Q2 2026, its #62 holding.
Cornerstone Financial Group first reported a position in First Trust Mid Cap Core AlphaDEX Fund in Q4 2024 and has held it in 7 quarters since.
145 funds tracked by Wall St. Rank held First Trust Mid Cap Core AlphaDEX Fund as of Q2 2026.

Based on Cornerstone Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.