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Creekmur Asset Management’s First Trust Mid Cap Core AlphaDEX Fund FNX Stock Holding History

Creekmur Asset Management’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
Q3 		$17.1K Hold
136
– – ﹤0.01% 459
2025
Q2 		$15.6K Hold
136
– – ﹤0.01% 467
2025
Q1 		$14.8K Hold
136
– – ﹤0.01% 434
2024
Q4 		$15.7K Hold
136
– – ﹤0.01% 367
2024
Q3 		$15.9K Hold
136
– – ﹤0.01% 381
2024
Q2 		$14.8K Hold
136
– – ﹤0.01% 439
2024
Q1 		$15.4K Buy
+136
New +$14.3K 0.01% 415

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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 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

Creekmur Asset Management's FNX Position: Q3 2025 in Review

Creekmur Asset Management held its First Trust Mid Cap Core AlphaDEX Fund (FNX) position steady in Q3 2025 at 136 shares worth $17.1K. The position accounts for ﹤0.01% of the portfolio, ranked #459.

Creekmur Asset Management first reported a position in FNX in Q1 2024 and has held it in 7 quarters since. 188 funds tracked by Wall St. Rank hold FNX as of Q3 2025.

  • Creekmur Asset Management held 136 shares of First Trust Mid Cap Core AlphaDEX Fund worth $17.1K as of Q3 2025.
  • Creekmur Asset Management left its First Trust Mid Cap Core AlphaDEX Fund share count unchanged in Q3 2025.
  • First Trust Mid Cap Core AlphaDEX Fund made up ﹤0.01% of Creekmur Asset Management's portfolio in Q3 2025, its #459 holding.
  • Creekmur Asset Management first reported a position in First Trust Mid Cap Core AlphaDEX Fund in Q1 2024 and has held it in 7 quarters since.
  • 188 funds tracked by Wall St. Rank held First Trust Mid Cap Core AlphaDEX Fund as of Q3 2025.

Based on Creekmur Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.