Global Retirement Partners’s First Trust Mid Cap Core AlphaDEX Fund FNX Stock Holding History

Global Retirement Partners’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	$84.4K	Buy	+577	New	+$80K	﹤0.01%	2181
2025 Q4	$121K	Buy	958 +1	+0.1%	+$125	﹤0.01%	1793
2025 Q3	$120K	Buy	957 +1	+0.1%	+$121	﹤0.01%	1441
2025 Q2	$110K	Buy	+956	New	+$104K	﹤0.01%	1383
2024 Q4	$110K	Buy	953 +152	+19%	+$18.2K	﹤0.01%	1220
2024 Q3	$93.9K	Buy	801 +137	+21%	+$15.4K	﹤0.01%	1270
2024 Q2	$72.1K	Buy	664 +1	+0.2%	+$109	﹤0.01%	1348
2024 Q1	$75.2K	Buy	663 +1	+0.2%	+$105	﹤0.01%	1211
2023 Q4	$66.7K	Sell	662 -51	-7%	-$4.78K	﹤0.01%	1230
2023 Q3	$63.7K	Buy	713 +177	+33%	+$17.1K	﹤0.01%	1154
2023 Q2	$51.6K	Sell	536 -127	-19%	-$11.4K	﹤0.01%	1255
2023 Q1	$58.2K	Sell	663 -4,806	-88%	-$445K	﹤0.01%	1173
2022 Q4	$480K	Hold	5,469	–	–	0.03%	379
2022 Q3	$488K	Buy	5,469 +4,659	+575%	+$415K	0.04%	371
2022 Q2	$68K	Buy	810 +20	+3%	+$1.84K	0.01%	879
2022 Q1	$70K	Buy	+790	New	+$77.1K	0.01%	868
2021 Q4	–	Sell	-6,330	Closed	-$618K	–	778
2021 Q3	$618K	Sell	6,330 -1,992	-24%	-$198K	0.06%	264
2021 Q2	$833K	Buy	8,322 +1,565	+23%	+$154K	0.09%	210
2021 Q1	$634K	Buy	+6,757	New	+$613K	0.07%	227
2019 Q2	–	Sell	-210	Closed	-$14K	–	1631
2019 Q1	$14K	Hold	210	–	–	﹤0.01%	943
2018 Q4	$12K	Hold	210	–	–	﹤0.01%	908
2018 Q3	$15K	Hold	210	–	–	﹤0.01%	916
2018 Q2	$14K	Sell	210 -17,828	-99%	-$1.2M	﹤0.01%	903
2018 Q1	$1.18M	Buy	18,038 +17,828	+8,490%	+$1.19M	0.33%	63
2017 Q4	$14K	Hold	210	–	–	﹤0.01%	806
2017 Q3	$13K	Hold	210	–	–	0.01%	741
2017 Q2	$12K	Hold	210	–	–	0.01%	728
2017 Q1	$12K	Sell	210 -34	-14%	-$1.97K	0.01%	688
2016 Q4	$14K	Buy	+244	New	+$13.2K	0.01%	602

Other funds holding FNX

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Global Retirement Partners's FNX Position: Q2 2026 in Review

Global Retirement Partners opened a new position in First Trust Mid Cap Core AlphaDEX Fund (FNX) in Q2 2026: 577 shares worth $84.4K. The stake represents ﹤0.01% of the portfolio and ranks #2181 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in FNX as recently as Q4 2025.

Global Retirement Partners first reported a position in FNX in Q4 2016 and has held it in 29 quarters since. The position peaked at $1.18M in Q1 2018. 210 funds tracked by Wall St. Rank hold FNX as of Q2 2026.

Global Retirement Partners held 577 shares of First Trust Mid Cap Core AlphaDEX Fund worth $84.4K as of Q2 2026.
First Trust Mid Cap Core AlphaDEX Fund was a new Global Retirement Partners position in Q2 2026.
First Trust Mid Cap Core AlphaDEX Fund made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #2181 holding.
Global Retirement Partners first reported a position in First Trust Mid Cap Core AlphaDEX Fund in Q4 2016 and has held it in 29 quarters since.
Global Retirement Partners's First Trust Mid Cap Core AlphaDEX Fund position peaked at $1.18M in Q1 2018.
210 funds tracked by Wall St. Rank held First Trust Mid Cap Core AlphaDEX Fund as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.