GI
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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
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

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

GAMMA Investing's FNX Position: Q2 2026 in Review

GAMMA Investing held its First Trust Mid Cap Core AlphaDEX Fund (FNX) position steady in Q2 2026 at 1,295 shares worth $190K. The position accounts for 0.01% of the portfolio, ranked #1307.

GAMMA Investing first reported a position in FNX in Q2 2024 and has held it in 9 quarters since. 210 funds tracked by Wall St. Rank hold FNX as of Q2 2026.

  • GAMMA Investing held 1,295 shares of First Trust Mid Cap Core AlphaDEX Fund worth $190K as of Q2 2026.
  • GAMMA Investing left its First Trust Mid Cap Core AlphaDEX Fund share count unchanged in Q2 2026.
  • First Trust Mid Cap Core AlphaDEX Fund made up 0.01% of GAMMA Investing's portfolio in Q2 2026, its #1307 holding.
  • GAMMA Investing first reported a position in First Trust Mid Cap Core AlphaDEX Fund in Q2 2024 and has held it in 9 quarters since.
  • 210 funds tracked by Wall St. Rank held First Trust Mid Cap Core AlphaDEX Fund as of Q2 2026.

Based on GAMMA Investing's 13F filing for Q2 2026, filed 7 Jul 2026.