Fidelity Investments
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Fidelity Investments’s First Trust Mid Cap Core AlphaDEX Fund FNX Stock Holding History

Fidelity Investments’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 		$1.05M Buy
7,178
+1,751
+32% +$243K ﹤0.01% 2998
2026
Q1 		$696K Buy
5,427
+778
+17% +$103K ﹤0.01% 2994
2025
Q4 		$586K Buy
4,649
+17
+0.4% +$2.13K ﹤0.01% 3026
2025
Q3 		$581K Sell
4,632
-289
-6% -$34.9K ﹤0.01% 2980
2025
Q2 		$565K Buy
4,921
+1,348
+38% +$146K ﹤0.01% 2913
2025
Q1 		$389K Sell
3,573
-205
-5% -$23.7K ﹤0.01% 2987
2024
Q4 		$437K Buy
3,778
+1,130
+43% +$135K ﹤0.01% 2982
2024
Q3 		$310K Buy
2,648
+205
+8% +$23.1K ﹤0.01% 3039
2024
Q2 		$265K Buy
2,443
+164
+7% +$17.9K ﹤0.01% 2943
2024
Q1 		$258K Buy
2,279
+852
+60% +$89.8K ﹤0.01% 2944
2023
Q4 		$149K Buy
1,427
+163
+13% +$15.3K ﹤0.01% 3052
2023
Q3 		$116K Sell
1,264
-3
-0.2% -$290 ﹤0.01% 3055
2023
Q2 		$122K Sell
1,267
-152
-11% -$13.7K ﹤0.01% 3099
2023
Q1 		$128K Buy
1,419
+116
+9% +$10.7K ﹤0.01% 3121
2022
Q4 		$114K Buy
1,303
+396
+44% +$35K ﹤0.01% 3161
2022
Q3 		$73K Sell
907
-138
-13% -$12.3K ﹤0.01% 3355
2022
Q2 		$87K Sell
1,045
-1
-0.1% -$92 ﹤0.01% 3379
2022
Q1 		$103K Buy
1,046
+33
+3% +$3.22K ﹤0.01% 3431
2021
Q4 		$104K Buy
1,013
+3
+0.3% +$307 ﹤0.01% 3086
2021
Q3 		$99K Buy
1,010
+197
+24% +$19.6K ﹤0.01% 3078
2021
Q2 		$81K Buy
813
+565
+228% +$55.4K ﹤0.01% 3069
2021
Q1 		$23K Hold
248
– – ﹤0.01% 3215
2020
Q4 		$21K Buy
248
+102
+70% +$7.72K ﹤0.01% 3167
2020
Q3 		$10K Buy
+146
New +$9.58K ﹤0.01% 3183
2020
Q2 		– Sell
-9
Closed – – 3780
2020
Q1 		$0 Sell
9
-343
-97% -$22.2K ﹤0.01% 3828
2019
Q4 		$26K Hold
352
– – ﹤0.01% 3044
2019
Q3 		$24K Sell
352
-105
-23% -$7.13K ﹤0.01% 3024
2019
Q2 		$31K Buy
457
+456
+45,600% +$31K ﹤0.01% 2962
2019
Q1 		$0 Buy
+1
New +$65 ﹤0.01% 3793

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

Fidelity Investments's FNX Position: Q2 2026 in Review

Fidelity Investments increased its First Trust Mid Cap Core AlphaDEX Fund (FNX) stake by 32% in Q2 2026, buying an estimated $243K and bringing the position to 7,178 shares worth $1.05M. The position accounts for ﹤0.01% of the portfolio, ranked #2998.

Fidelity Investments first reported a position in FNX in Q1 2019 and has held it in 29 quarters since. 210 funds tracked by Wall St. Rank hold FNX as of Q2 2026.

  • Fidelity Investments held 7,178 shares of First Trust Mid Cap Core AlphaDEX Fund worth $1.05M as of Q2 2026.
  • Fidelity Investments bought 1,751 First Trust Mid Cap Core AlphaDEX Fund shares in Q2 2026, an estimated $243K.
  • First Trust Mid Cap Core AlphaDEX Fund made up ﹤0.01% of Fidelity Investments's portfolio in Q2 2026, its #2998 holding.
  • Fidelity Investments first reported a position in First Trust Mid Cap Core AlphaDEX Fund in Q1 2019 and has held it in 29 quarters since.
  • 210 funds tracked by Wall St. Rank held First Trust Mid Cap Core AlphaDEX Fund as of Q2 2026.

Based on Fidelity Investments's 13F filing for Q2 2026, filed 13 Aug 2026.