IFG Advisory’s First Trust Mid Cap Core AlphaDEX Fund FNX Stock Holding History

IFG Advisory’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	$60.7K	Hold	415	–	–	﹤0.01%	1269
2026 Q1	$53.2K	Buy	+415	New	+$55K	0.15%	127
2023 Q2	–	Sell	-3,641	Closed	-$328K	–	374
2023 Q1	$328K	Sell	3,641 -65	-2%	-$6.02K	0.03%	393
2022 Q4	$325K	Sell	3,706 -195	-5%	-$17.2K	0.03%	384
2022 Q3	$313K	Sell	3,901 -366	-9%	-$32.6K	0.03%	405
2022 Q2	$355K	Buy	4,267 +1,758	+70%	+$162K	0.04%	346
2022 Q1	$246K	Buy	+2,509	New	+$245K	0.02%	436

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

IFG Advisory's FNX Position: Q2 2026 in Review

IFG Advisory held its First Trust Mid Cap Core AlphaDEX Fund (FNX) position steady in Q2 2026 at 415 shares worth $60.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1269.

IFG Advisory first reported a position in FNX in Q1 2022 and has held it in 7 quarters since. The position peaked at $355K in Q2 2022. 210 funds tracked by Wall St. Rank hold FNX as of Q2 2026.

IFG Advisory held 415 shares of First Trust Mid Cap Core AlphaDEX Fund worth $60.7K as of Q2 2026.
IFG Advisory 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 IFG Advisory's portfolio in Q2 2026, its #1269 holding.
IFG Advisory first reported a position in First Trust Mid Cap Core AlphaDEX Fund in Q1 2022 and has held it in 7 quarters since.
IFG Advisory's First Trust Mid Cap Core AlphaDEX Fund position peaked at $355K in Q2 2022.
210 funds tracked by Wall St. Rank held First Trust Mid Cap Core AlphaDEX Fund as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.