GRP
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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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TCTWM
Three Cord True Wealth Management Beaver, Pennsylvania $180M AUM 19.5% 1-Year Est. Return

Global Retirement Partners's FNX Position: Q4 2025 in Review

Global Retirement Partners increased its First Trust Mid Cap Core AlphaDEX Fund (FNX) stake by 0.1% in Q4 2025, buying an estimated $125 and bringing the position to 958 shares worth $121K. The position accounts for ﹤0.01% of the portfolio, ranked #1793.

Global Retirement Partners first reported a position in FNX in Q4 2016 and has held it in 28 quarters since. The position peaked at $1.18M in Q1 2018. 196 funds tracked by Wall St. Rank hold FNX as of Q4 2025.

  • Global Retirement Partners held 958 shares of First Trust Mid Cap Core AlphaDEX Fund worth $121K as of Q4 2025.
  • Global Retirement Partners bought 1 First Trust Mid Cap Core AlphaDEX Fund share in Q4 2025, an estimated $125.
  • First Trust Mid Cap Core AlphaDEX Fund made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #1793 holding.
  • Global Retirement Partners first reported a position in First Trust Mid Cap Core AlphaDEX Fund in Q4 2016 and has held it in 28 quarters since.
  • Global Retirement Partners's First Trust Mid Cap Core AlphaDEX Fund position peaked at $1.18M in Q1 2018.
  • 196 funds tracked by Wall St. Rank held First Trust Mid Cap Core AlphaDEX Fund as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.