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DHJJ Financial Advisors’s First Trust Mid Cap Core AlphaDEX Fund FNX Stock Holding History

DHJJ Financial 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 		$1.54M Buy
10,513
+14
+0.1% +$1.94K 0.44% 40
2026
Q1 		$1.35M Sell
10,499
-114
-1% -$15.1K 0.45% 41
2025
Q4 		$1.34M Sell
10,613
-573
-5% -$71.8K 0.44% 41
2025
Q3 		$1.4M Sell
11,186
-109
-1% -$13.2K 0.48% 40
2025
Q2 		$1.3M Sell
11,295
-1,099
-9% -$119K 0.47% 43
2025
Q1 		$1.35M Buy
12,394
+8
+0.1% +$924 0.54% 36
2024
Q4 		$1.43M Sell
12,386
-417
-3% -$49.9K 0.56% 36
2024
Q3 		$1.5M Sell
12,803
-520
-4% -$58.5K 0.59% 33
2024
Q2 		$1.45M Sell
13,323
-2,520
-16% -$275K 0.61% 34
2024
Q1 		$1.8M Sell
15,843
-321
-2% -$33.8K 0.79% 25
2023
Q4 		$1.69M Sell
16,164
-531
-3% -$49.8K 0.79% 25
2023
Q3 		$1.54M Sell
16,695
-127
-0.8% -$12.3K 0.78% 27
2023
Q2 		$1.62M Sell
16,822
-263
-2% -$23.7K 0.84% 30
2023
Q1 		$1.54M Sell
17,085
-517
-3% -$47.9K 0.83% 30
2022
Q4 		$1.55M Buy
17,602
+1,274
+8% +$112K 0.89% 27
2022
Q3 		$1.31M Sell
16,328
-3
-0% -$267 0.77% 33
2022
Q2 		$1.37M Sell
16,331
-54
-0.3% -$4.96K 0.76% 33
2022
Q1 		$1.62M Sell
16,385
-204
-1% -$19.9K 0.78% 34
2021
Q4 		$1.69M Sell
16,589
-254
-2% -$26K 0.79% 32
2021
Q3 		$1.65M Sell
16,843
-146
-0.9% -$14.5K 0.85% 28
2021
Q2 		$1.7M Sell
16,989
-270
-2% -$26.5K 0.9% 26
2021
Q1 		$1.62M Sell
17,259
-247
-1% -$22.4K 0.94% 25
2020
Q4 		$1.45M Buy
+17,506
New +$1.32M 0.91% 28

Other funds holding FNX

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Baird Financial Group
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

DHJJ Financial Advisors's FNX Position: Q2 2026 in Review

DHJJ Financial Advisors increased its First Trust Mid Cap Core AlphaDEX Fund (FNX) stake by 0.13% in Q2 2026, buying an estimated $1.94K and bringing the position to 10,513 shares worth $1.54M. The position accounts for 0.44% of the portfolio, ranked #40.

DHJJ Financial Advisors first reported a position in FNX in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.8M in Q1 2024. 210 funds tracked by Wall St. Rank hold FNX as of Q2 2026.

  • DHJJ Financial Advisors held 10,513 shares of First Trust Mid Cap Core AlphaDEX Fund worth $1.54M as of Q2 2026.
  • DHJJ Financial Advisors bought 14 First Trust Mid Cap Core AlphaDEX Fund shares in Q2 2026, an estimated $1.94K.
  • First Trust Mid Cap Core AlphaDEX Fund made up 0.44% of DHJJ Financial Advisors's portfolio in Q2 2026, its #40 holding.
  • DHJJ Financial Advisors first reported a position in First Trust Mid Cap Core AlphaDEX Fund in Q4 2020 and has held it in 23 quarters since.
  • DHJJ Financial Advisors's First Trust Mid Cap Core AlphaDEX Fund position peaked at $1.8M in Q1 2024.
  • 210 funds tracked by Wall St. Rank held First Trust Mid Cap Core AlphaDEX Fund as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.