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

Cresset 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
2026 Q2	$388K	Buy	+2,653	New	+$368K	﹤0.01%	1275
2019 Q2	–	Sell	-1,376	Closed	-$92K	–	895
2019 Q1	$92K	Buy	+1,376	New	+$89.9K	﹤0.01%	581

Other funds holding FNX

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

TCTWM

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

Cresset Asset Management's FNX Position: Q2 2026 in Review

Cresset Asset Management opened a new position in First Trust Mid Cap Core AlphaDEX Fund (FNX) in Q2 2026: 2,653 shares worth $388K. The stake represents ﹤0.01% of the portfolio and ranks #1275 among its holdings. This is a return to the name: Cresset Asset Management previously reported a position in FNX as recently as Q1 2019.

Cresset Asset Management first reported a position in FNX in Q1 2019 and has held it in 2 quarters since. 210 funds tracked by Wall St. Rank hold FNX as of Q2 2026.

Cresset Asset Management held 2,653 shares of First Trust Mid Cap Core AlphaDEX Fund worth $388K as of Q2 2026.
First Trust Mid Cap Core AlphaDEX Fund was a new Cresset Asset Management position in Q2 2026.
First Trust Mid Cap Core AlphaDEX Fund made up ﹤0.01% of Cresset Asset Management's portfolio in Q2 2026, its #1275 holding.
Cresset Asset Management first reported a position in First Trust Mid Cap Core AlphaDEX Fund in Q1 2019 and has held it in 2 quarters since.
210 funds tracked by Wall St. Rank held First Trust Mid Cap Core AlphaDEX Fund as of Q2 2026.

Based on Cresset Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.