Independent Financial Group’s First Trust Mid Cap Core AlphaDEX Fund FNX Stock Holding History

Independent Financial Group’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	$266K	Hold	1,821	–	–	0.01%	1312
2026 Q1	$234K	Sell	1,821 -75	-4%	-$9.94K	0.01%	1299
2025 Q4	$239K	Buy	+1,896	New	+$237K	0.01%	1259
2024 Q1	–	Sell	-2,266	Closed	-$237K	–	1030
2023 Q4	$237K	Sell	2,266 -897	-28%	-$84.1K	0.01%	828
2023 Q3	$291K	Sell	3,163 -34	-1%	-$3.28K	0.02%	671
2023 Q2	$308K	Sell	3,197 -541	-14%	-$48.7K	0.02%	634
2023 Q1	$336K	Buy	3,738 +988	+36%	+$91.4K	0.03%	565
2022 Q4	$242K	Sell	2,750 -2	-0.1%	-$177	0.02%	644
2022 Q3	$221K	Buy	2,752 +95	+4%	+$8.46K	0.02%	633
2022 Q2	$222K	Sell	2,657 -89	-3%	-$8.18K	0.02%	606
2022 Q1	$269K	Buy	2,746 +356	+15%	+$34.7K	0.02%	637
2021 Q4	$246K	Buy	2,390 +340	+17%	+$34.8K	0.02%	662
2021 Q3	$200K	Buy	+2,050	New	+$204K	0.02%	676

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

Independent Financial Group's FNX Position: Q2 2026 in Review

Independent Financial Group held its First Trust Mid Cap Core AlphaDEX Fund (FNX) position steady in Q2 2026 at 1,821 shares worth $266K. The position accounts for 0.01% of the portfolio, ranked #1312.

Independent Financial Group first reported a position in FNX in Q3 2021 and has held it in 13 quarters since. The position peaked at $336K in Q1 2023. 210 funds tracked by Wall St. Rank hold FNX as of Q2 2026.

Independent Financial Group held 1,821 shares of First Trust Mid Cap Core AlphaDEX Fund worth $266K as of Q2 2026.
Independent Financial Group 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 Independent Financial Group's portfolio in Q2 2026, its #1312 holding.
Independent Financial Group first reported a position in First Trust Mid Cap Core AlphaDEX Fund in Q3 2021 and has held it in 13 quarters since.
Independent Financial Group's First Trust Mid Cap Core AlphaDEX Fund position peaked at $336K in Q1 2023.
210 funds tracked by Wall St. Rank held First Trust Mid Cap Core AlphaDEX Fund as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.