GAMMA Investing’s First Trust Mid Cap Core AlphaDEX Fund FNX Stock Holding History

GAMMA Investing’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 Q3	$198K	Buy	1,471 +176	+14%	+$25.2K	0.01%	1325
2026 Q2	$190K	Hold	1,295	–	–	0.01%	1307
2026 Q1	$166K	Buy	1,295 +368	+40%	+$48.8K	0.01%	1252
2025 Q4	$117K	Hold	927	–	–	0.01%	1470
2025 Q3	$116K	Hold	927	–	–	0.01%	1389
2025 Q2	$106K	Hold	927	–	–	0.01%	1395
2025 Q1	$101K	Hold	927	–	–	0.01%	1251
2024 Q4	$107K	Hold	927	–	–	0.01%	1067
2024 Q3	$109K	Hold	927	–	–	0.01%	941
2024 Q2	$101K	Buy	+927	New	+$101K	0.01%	779

Other funds holding FNX

Perryman Financial Advisory Dallas, Texas $791M AUM 21.08% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

PWM

Purus Wealth Management Newport Beach, California $366M AUM 31.29% 1-Year Est. Return

KWM

Kaydan Wealth Management Fenton, Michigan $291M AUM 15.62% 1-Year Est. Return

TCM

Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

SEP

Southland Equity Partners Wildwood, Missouri $583M AUM 16.78% 1-Year Est. Return

RiverTree Advisors Winter Park, Florida $168M AUM 5.92% 1-Year Est. Return

GAMMA Investing's FNX Position: Q3 2026 in Review

GAMMA Investing increased its First Trust Mid Cap Core AlphaDEX Fund (FNX) stake by 14% in Q3 2026, buying an estimated $25.2K and bringing the position to 1,471 shares worth $198K. The position accounts for 0.01% of the portfolio, ranked #1325.

GAMMA Investing first reported a position in FNX in Q2 2024 and has held it in 10 quarters since. 30 funds tracked by Wall St. Rank hold FNX as of Q3 2026.

GAMMA Investing held 1,471 shares of First Trust Mid Cap Core AlphaDEX Fund worth $198K as of Q3 2026.
GAMMA Investing bought 176 First Trust Mid Cap Core AlphaDEX Fund shares in Q3 2026, an estimated $25.2K.
First Trust Mid Cap Core AlphaDEX Fund made up 0.01% of GAMMA Investing's portfolio in Q3 2026, its #1325 holding.
GAMMA Investing first reported a position in First Trust Mid Cap Core AlphaDEX Fund in Q2 2024 and has held it in 10 quarters since.
30 funds tracked by Wall St. Rank held First Trust Mid Cap Core AlphaDEX Fund as of Q3 2026.

Based on GAMMA Investing's 13F filing for Q3 2026, filed 8 Oct 2026.