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

Crux Wealth 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	$332K	Sell	2,268 -49	-2%	-$6.79K	0.12%	149
2026 Q1	$297K	Sell	2,317 -310	-12%	-$41.1K	0.11%	148
2025 Q4	$331K	Sell	2,627 -4,995	-66%	-$625K	0.12%	138
2025 Q3	$956K	Sell	7,622 -374	-5%	-$45.2K	0.38%	75
2025 Q2	$918K	Sell	7,996 -11,259	-58%	-$1.22M	0.39%	70
2025 Q1	$2.1M	Sell	19,255 -7,799	-29%	-$900K	1.09%	28
2024 Q4	$3.13M	Buy	+27,054	New	+$3.24M	1.74%	13

Other funds holding FNX

TCTWM

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

PFA

Perryman Financial Advisory Dallas, Texas $751M AUM

DADC

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

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

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 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

KWM

Kaydan Wealth Management Fenton, Michigan $328M AUM 24.93% 1-Year Est. Return

Crux Wealth Advisors's FNX Position: Q2 2026 in Review

Crux Wealth Advisors reduced its First Trust Mid Cap Core AlphaDEX Fund (FNX) stake by 2.1% in Q2 2026, selling an estimated $6.79K and leaving 2,268 shares worth $332K. The position accounts for 0.12% of the portfolio, ranked #149.

Crux Wealth Advisors first reported a position in FNX in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.13M in Q4 2024. 61 funds tracked by Wall St. Rank hold FNX as of Q2 2026.

Crux Wealth Advisors held 2,268 shares of First Trust Mid Cap Core AlphaDEX Fund worth $332K as of Q2 2026.
Crux Wealth Advisors sold 49 First Trust Mid Cap Core AlphaDEX Fund shares in Q2 2026, an estimated $6.79K.
First Trust Mid Cap Core AlphaDEX Fund made up 0.12% of Crux Wealth Advisors's portfolio in Q2 2026, its #149 holding.
Crux Wealth Advisors first reported a position in First Trust Mid Cap Core AlphaDEX Fund in Q4 2024 and has held it in 7 quarters since.
Crux Wealth Advisors's First Trust Mid Cap Core AlphaDEX Fund position peaked at $3.13M in Q4 2024.
61 funds tracked by Wall St. Rank held First Trust Mid Cap Core AlphaDEX Fund as of Q2 2026.

Based on Crux Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.