Envestnet Portfolio Solutions’s First Trust Mid Cap Core AlphaDEX Fund FNX Stock Holding History

Envestnet Portfolio Solutions’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 Q1	–	Sell	-4,155	Closed	-$523K	–	1363
2025 Q4	$523K	Hold	4,155	–	–	﹤0.01%	1040
2025 Q3	$521K	Buy	4,155 +79	+2%	+$9.55K	﹤0.01%	1012
2025 Q2	$468K	Hold	4,076	–	–	﹤0.01%	1119
2025 Q1	$444K	Sell	4,076 -72	-2%	-$8.31K	﹤0.01%	1098
2024 Q4	$480K	Hold	4,148	–	–	﹤0.01%	1263
2024 Q3	$486K	Buy	4,148 +63	+2%	+$7.09K	﹤0.01%	1218
2024 Q2	$443K	Hold	4,085	–	–	﹤0.01%	1193
2024 Q1	$463K	Sell	4,085 -253	-6%	-$26.7K	﹤0.01%	1153
2023 Q4	$453K	Sell	4,338 -1	-0%	-$94	﹤0.01%	1092
2023 Q3	$400K	Buy	+4,339	New	+$419K	﹤0.01%	1083

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

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

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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

Envestnet Portfolio Solutions's FNX Position: Q1 2026 in Review

Envestnet Portfolio Solutions sold out of First Trust Mid Cap Core AlphaDEX Fund (FNX) in Q1 2026, closing a stake of 4,155 shares — an estimated $523K sold.

Envestnet Portfolio Solutions first reported a position in FNX in Q3 2023 and held it in 10 quarters. The position peaked at $523K in Q4 2025. 208 funds tracked by Wall St. Rank hold FNX as of Q1 2026.

Envestnet Portfolio Solutions reported no remaining First Trust Mid Cap Core AlphaDEX Fund position as of Q1 2026 after selling out during the quarter.
Envestnet Portfolio Solutions sold 4,155 First Trust Mid Cap Core AlphaDEX Fund shares in Q1 2026, an estimated $523K.
Envestnet Portfolio Solutions first reported a position in First Trust Mid Cap Core AlphaDEX Fund in Q3 2023 and held it in 10 quarters.
Envestnet Portfolio Solutions's First Trust Mid Cap Core AlphaDEX Fund position peaked at $523K in Q4 2025.
208 funds tracked by Wall St. Rank held First Trust Mid Cap Core AlphaDEX Fund as of Q1 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q1 2026, filed 29 Apr 2026.