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

FSM 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	$3.26M	Sell	22,274 -1,048	-4%	-$145K	0.35%	40
2026 Q1	$2.99M	Buy	23,322 +1,031	+5%	+$137K	0.38%	40
2025 Q4	$2.81M	Buy	22,291 +1,751	+9%	+$219K	0.38%	42
2025 Q3	$2.58M	Sell	20,540 -739	-3%	-$89.3K	0.36%	47
2025 Q2	$2.49M	Buy	+21,279	New	+$2.31M	0.4%	47

Other funds holding FNX

TCTWM

Three Cord True Wealth Management Beaver, Pennsylvania $210M AUM 21.9% 1-Year Est. Return

PFA

Perryman Financial Advisory Dallas, Texas $751M AUM

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

LWM

Lakeridge Wealth Management Mentor, Ohio $272M AUM 22.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

PWM

Purus Wealth Management Newport Beach, California $363M AUM 39.16% 1-Year Est. Return

KWM

Kaydan Wealth Management Fenton, Michigan $328M AUM 24.93% 1-Year Est. Return

DFA

DHJJ Financial Advisors Naperville, Illinois $347M AUM 22.07% 1-Year Est. Return

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

FSM Wealth Advisors reduced its First Trust Mid Cap Core AlphaDEX Fund (FNX) stake by 4.5% in Q2 2026, selling an estimated $145K and leaving 22,274 shares worth $3.26M. The position accounts for 0.35% of the portfolio, ranked #40.

FSM Wealth Advisors first reported a position in FNX in Q2 2025 and has held it in 5 quarters since. 61 funds tracked by Wall St. Rank hold FNX as of Q2 2026.

FSM Wealth Advisors held 22,274 shares of First Trust Mid Cap Core AlphaDEX Fund worth $3.26M as of Q2 2026.
FSM Wealth Advisors sold 1,048 First Trust Mid Cap Core AlphaDEX Fund shares in Q2 2026, an estimated $145K.
First Trust Mid Cap Core AlphaDEX Fund made up 0.35% of FSM Wealth Advisors's portfolio in Q2 2026, its #40 holding.
FSM Wealth Advisors first reported a position in First Trust Mid Cap Core AlphaDEX Fund in Q2 2025 and has held it in 5 quarters since.
61 funds tracked by Wall St. Rank held First Trust Mid Cap Core AlphaDEX Fund as of Q2 2026.

Based on FSM Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.