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Farther Finance Advisors’s First Trust Mid Cap Core AlphaDEX Fund FNX Stock Holding History

Farther Finance 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 		$495K Sell
3,386
-149
-4% -$20.7K ﹤0.01% 1567
2026
Q1 		$456K Buy
3,535
+1,364
+63% +$181K ﹤0.01% 1465
2025
Q4 		$274K Sell
2,171
-108
-5% -$13.5K ﹤0.01% 1706
2025
Q3 		$286K Sell
2,279
-127
-5% -$15.3K ﹤0.01% 1408
2025
Q2 		$276K Sell
2,406
-205
-8% -$22.2K 0.01% 1231
2025
Q1 		$285K Buy
2,611
+97
+4% +$11.2K 0.01% 1064
2024
Q4 		$291K Sell
2,514
-47
-2% -$5.63K 0.01% 819
2024
Q3 		$300K Sell
2,561
-11
-0.4% -$1.24K 0.01% 828
2024
Q2 		$276K Sell
2,572
-125
-5% -$13.6K 0.01% 698
2024
Q1 		$303K Buy
2,697
+1,044
+63% +$110K 0.02% 544
2023
Q4 		$173K Sell
1,653
-1,142
-41% -$107K 0.01% 602
2023
Q3 		$257K Sell
2,795
-452
-14% -$43.6K 0.04% 330
2023
Q2 		$313K Sell
3,247
-96
-3% -$8.65K 0.07% 239
2023
Q1 		$301K Sell
3,343
-357
-10% -$33K 0.09% 205
2022
Q4 		$325K Buy
+3,700
New +$327K 0.13% 163

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

Farther Finance Advisors's FNX Position: Q2 2026 in Review

Farther Finance Advisors reduced its First Trust Mid Cap Core AlphaDEX Fund (FNX) stake by 4.2% in Q2 2026, selling an estimated $20.7K and leaving 3,386 shares worth $495K. The position accounts for ﹤0.01% of the portfolio, ranked #1567.

Farther Finance Advisors first reported a position in FNX in Q4 2022 and has held it in 15 quarters since. 210 funds tracked by Wall St. Rank hold FNX as of Q2 2026.

  • Farther Finance Advisors held 3,386 shares of First Trust Mid Cap Core AlphaDEX Fund worth $495K as of Q2 2026.
  • Farther Finance Advisors sold 149 First Trust Mid Cap Core AlphaDEX Fund shares in Q2 2026, an estimated $20.7K.
  • First Trust Mid Cap Core AlphaDEX Fund made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #1567 holding.
  • Farther Finance Advisors first reported a position in First Trust Mid Cap Core AlphaDEX Fund in Q4 2022 and has held it in 15 quarters since.
  • 210 funds tracked by Wall St. Rank held First Trust Mid Cap Core AlphaDEX Fund as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.