FFA
FNX icon

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
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 $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
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
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
TCTWM
Three Cord True Wealth Management Beaver, Pennsylvania $180M AUM 19.5% 1-Year Est. Return