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

HHM 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 		$440 Buy
+3
New +$416 ﹤0.01% 856
2022
Q3 		– Sell
-119
Closed -$10K – 702
2022
Q2 		$10K Buy
+119
New +$10.9K ﹤0.01% 535

Other funds holding FNX

PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
FWA
FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return
LWM
Lakeridge Wealth Management Mentor, Ohio $272M AUM 22.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $552M AUM 20.75% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
SEP
Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

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

HHM Wealth Advisors opened a new position in First Trust Mid Cap Core AlphaDEX Fund (FNX) in Q2 2026: 3 shares worth $440. The stake represents ﹤0.01% of the portfolio and ranks #856 among its holdings. This is a return to the name: HHM Wealth Advisors previously reported a position in FNX as recently as Q2 2022.

HHM Wealth Advisors first reported a position in FNX in Q2 2022 and has held it in 2 quarters since. The position peaked at $10K in Q2 2022. 34 funds tracked by Wall St. Rank hold FNX as of Q2 2026.

  • HHM Wealth Advisors held 3 shares of First Trust Mid Cap Core AlphaDEX Fund worth $440 as of Q2 2026.
  • First Trust Mid Cap Core AlphaDEX Fund was a new HHM Wealth Advisors position in Q2 2026.
  • First Trust Mid Cap Core AlphaDEX Fund made up ﹤0.01% of HHM Wealth Advisors's portfolio in Q2 2026, its #856 holding.
  • HHM Wealth Advisors first reported a position in First Trust Mid Cap Core AlphaDEX Fund in Q2 2022 and has held it in 2 quarters since.
  • HHM Wealth Advisors's First Trust Mid Cap Core AlphaDEX Fund position peaked at $10K in Q2 2022.
  • 34 funds tracked by Wall St. Rank held First Trust Mid Cap Core AlphaDEX Fund as of Q2 2026.

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