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

EverSource 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 Q1	$1.54K	Hold	12	–	–	﹤0.01%	3728
2025 Q4	$1.51K	Hold	12	–	–	﹤0.01%	3593
2025 Q3	$1.5K	Hold	12	–	–	﹤0.01%	3619
2025 Q2	$1.38K	Hold	12	–	–	﹤0.01%	3633
2025 Q1	$1.31K	Sell	12 -3,472	-100%	-$401K	﹤0.01%	3120
2024 Q4	$403K	Buy	3,484 +3,472	+28,933%	+$416K	0.02%	421
2024 Q3	$1.41K	Hold	12	–	–	﹤0.01%	2637
2024 Q2	$1.4K	Hold	12	–	–	﹤0.01%	2651
2024 Q1	$1.27K	Hold	12	–	–	﹤0.01%	2505
2023 Q4	$1.25K	Hold	12	–	–	﹤0.01%	2321
2023 Q3	$1.1K	Hold	12	–	–	﹤0.01%	2168
2023 Q2	$1.16K	Buy	+12	New	+$1.08K	﹤0.01%	2169

Other funds holding FNX

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cetera Investment Advisers

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Baird Financial Group

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Three Cord True Wealth Management Beaver, Pennsylvania $180M AUM 19.5% 1-Year Est. Return