EH
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Equitable Holdings’s First Trust Mid Cap Core AlphaDEX Fund FNX Stock Holding History

Equitable Holdings’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 		$1.34M Buy
9,138
+53
+0.6% +$7.35K 0.01% 893
2026
Q1 		$1.14M Buy
9,085
+1
+0% +$133 0.01% 922
2025
Q4 		$1.14M Buy
9,084
+166
+2% +$20.8K 0.01% 814
2025
Q3 		$1.12M Hold
8,918
– – 0.01% 802
2025
Q2 		$1.02M Sell
8,918
-173
-2% -$18.8K 0.01% 788
2025
Q1 		$991K Hold
9,091
– – 0.01% 715
2024
Q4 		$1.05M Sell
9,091
-220
-2% -$26.3K 0.01% 666
2024
Q3 		$1.09M Buy
9,311
+28
+0.3% +$3.15K 0.01% 661
2024
Q2 		$1.01M Buy
9,283
+1
+0% +$109 0.01% 650
2024
Q1 		$1.05M Buy
9,282
+117
+1% +$12.3K 0.01% 603
2023
Q4 		$957K Buy
9,165
+368
+4% +$34.5K 0.01% 592
2023
Q3 		$810K Buy
8,797
+207
+2% +$20K 0.01% 592
2023
Q2 		$827K Buy
8,590
+6,045
+238% +$544K 0.01% 566
2023
Q1 		$229K Sell
2,545
-100
-4% -$9.26K ﹤0.01% 881
2022
Q4 		$232K Buy
2,645
+60
+2% +$5.3K ﹤0.01% 808
2022
Q3 		$207K Hold
2,585
– – ﹤0.01% 810
2022
Q2 		$216K Buy
2,585
+50
+2% +$4.6K ﹤0.01% 797
2022
Q1 		$249K Sell
2,535
-5,214
-67% -$509K ﹤0.01% 777
2021
Q4 		$797K Buy
7,749
+81
+1% +$8.29K 0.01% 455
2021
Q3 		$749K Buy
7,668
+264
+4% +$26.3K 0.01% 453
2021
Q2 		$741K Buy
7,404
+1,505
+26% +$148K 0.01% 440
2021
Q1 		$553K Sell
5,899
-226
-4% -$20.5K 0.01% 488
2020
Q4 		$509K Buy
+6,125
New +$463K 0.01% 456

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

Equitable Holdings's FNX Position: Q2 2026 in Review

Equitable Holdings increased its First Trust Mid Cap Core AlphaDEX Fund (FNX) stake by 0.58% in Q2 2026, buying an estimated $7.35K and bringing the position to 9,138 shares worth $1.34M. The position accounts for 0.01% of the portfolio, ranked #893.

Equitable Holdings first reported a position in FNX in Q4 2020 and has held it in 23 quarters since. 210 funds tracked by Wall St. Rank hold FNX as of Q2 2026.

  • Equitable Holdings held 9,138 shares of First Trust Mid Cap Core AlphaDEX Fund worth $1.34M as of Q2 2026.
  • Equitable Holdings bought 53 First Trust Mid Cap Core AlphaDEX Fund shares in Q2 2026, an estimated $7.35K.
  • First Trust Mid Cap Core AlphaDEX Fund made up 0.01% of Equitable Holdings's portfolio in Q2 2026, its #893 holding.
  • Equitable Holdings first reported a position in First Trust Mid Cap Core AlphaDEX Fund in Q4 2020 and has held it in 23 quarters since.
  • 210 funds tracked by Wall St. Rank held First Trust Mid Cap Core AlphaDEX Fund as of Q2 2026.

Based on Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.