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 Q2	$1.76K	Hold	12	–	–	﹤0.01%	3772
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 $1.89T 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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

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

EverSource Wealth Advisors held its First Trust Mid Cap Core AlphaDEX Fund (FNX) position steady in Q2 2026 at 12 shares worth $1.76K. The position accounts for ﹤0.01% of the portfolio, ranked #3772.

EverSource Wealth Advisors first reported a position in FNX in Q2 2023 and has held it in 13 quarters since. The position peaked at $403K in Q4 2024. 210 funds tracked by Wall St. Rank hold FNX as of Q2 2026.

EverSource Wealth Advisors held 12 shares of First Trust Mid Cap Core AlphaDEX Fund worth $1.76K as of Q2 2026.
EverSource Wealth Advisors left its First Trust Mid Cap Core AlphaDEX Fund share count unchanged in Q2 2026.
First Trust Mid Cap Core AlphaDEX Fund made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3772 holding.
EverSource Wealth Advisors first reported a position in First Trust Mid Cap Core AlphaDEX Fund in Q2 2023 and has held it in 13 quarters since.
EverSource Wealth Advisors's First Trust Mid Cap Core AlphaDEX Fund position peaked at $403K in Q4 2024.
210 funds tracked by Wall St. Rank held First Trust Mid Cap Core AlphaDEX Fund as of Q2 2026.

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