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Independent Wealth Network’s First Trust Mid Cap Core AlphaDEX Fund FNX Stock Holding History

Independent Wealth Network’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
Q3 		$281K Buy
2,082
+309
+17% +$44.2K 0.07% 257
2026
Q2 		$259K Buy
1,773
+184
+12% +$25.5K 0.07% 270
2026
Q1 		$204K Sell
1,589
-2,191
-58% -$290K 0.06% 279
2025
Q4 		$476K Sell
3,780
-51
-1% -$6.39K 0.15% 159
2025
Q3 		$480K Sell
3,831
-30
-0.8% -$3.62K 0.15% 154
2025
Q2 		$443K Sell
3,861
-9
-0.2% -$976 0.16% 150
2025
Q1 		$422K Sell
3,870
-134
-3% -$15.5K 0.17% 143
2024
Q4 		$463K Sell
4,004
-52
-1% -$6.22K 0.19% 136
2024
Q3 		$475K Sell
4,056
-21
-0.5% -$2.36K 0.21% 120
2024
Q2 		$442K Buy
4,077
+18
+0.4% +$1.96K 0.21% 127
2024
Q1 		$460K Sell
4,059
-76
-2% -$8.01K 0.22% 120
2023
Q4 		$432K Sell
4,135
-62
-1% -$5.81K 0.23% 116
2023
Q3 		$387K Sell
4,197
-651
-13% -$62.9K 0.24% 111
2023
Q2 		$467K Sell
4,848
-155
-3% -$14K 0.28% 92
2023
Q1 		$450K Buy
5,003
+17
+0.3% +$1.57K 0.29% 83
2022
Q4 		$438K Sell
4,986
-50
-1% -$4.41K 0.3% 79
2022
Q3 		$404K Sell
5,036
-269
-5% -$23.9K 0.32% 78
2022
Q2 		$444K Sell
5,305
-380
-7% -$34.9K 0.32% 79
2022
Q1 		$558K Buy
5,685
+170
+3% +$16.6K 0.35% 75
2021
Q4 		$567K Buy
5,515
+85
+2% +$8.7K 0.35% 75
2021
Q3 		$578K Buy
+5,430
New +$541K 0.38% 73

Other funds holding FNX

Perryman Financial Advisory
Perryman Financial Advisory Dallas, Texas $791M AUM 21.08% 1-Year Est. Return
B. Riley Wealth Advisors
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Purus Wealth Management
Purus Wealth Management Newport Beach, California $366M AUM 31.29% 1-Year Est. Return
Kaydan Wealth Management
Kaydan Wealth Management Fenton, Michigan $291M AUM 15.62% 1-Year Est. Return
Triumph Capital Management
Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return
LVZ Inc
LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return
Park National Corp
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
SEP
Southland Equity Partners Wildwood, Missouri $583M AUM 16.78% 1-Year Est. Return
Catalyst Investment Management
Catalyst Investment Management Windham, New Hampshire $113M AUM 13.48% 1-Year Est. Return

Independent Wealth Network's FNX Position: Q3 2026 in Review

Independent Wealth Network increased its First Trust Mid Cap Core AlphaDEX Fund (FNX) stake by 17% in Q3 2026, buying an estimated $44.2K and bringing the position to 2,082 shares worth $281K. The position accounts for 0.07% of the portfolio, ranked #257.

Independent Wealth Network first reported a position in FNX in Q3 2021 and has held it in 21 quarters since. The position peaked at $578K in Q3 2021. 36 funds tracked by Wall St. Rank hold FNX as of Q3 2026.

  • Independent Wealth Network held 2,082 shares of First Trust Mid Cap Core AlphaDEX Fund worth $281K as of Q3 2026.
  • Independent Wealth Network bought 309 First Trust Mid Cap Core AlphaDEX Fund shares in Q3 2026, an estimated $44.2K.
  • First Trust Mid Cap Core AlphaDEX Fund made up 0.07% of Independent Wealth Network's portfolio in Q3 2026, its #257 holding.
  • Independent Wealth Network first reported a position in First Trust Mid Cap Core AlphaDEX Fund in Q3 2021 and has held it in 21 quarters since.
  • Independent Wealth Network's First Trust Mid Cap Core AlphaDEX Fund position peaked at $578K in Q3 2021.
  • 36 funds tracked by Wall St. Rank held First Trust Mid Cap Core AlphaDEX Fund as of Q3 2026.

Based on Independent Wealth Network's 13F filing for Q3 2026, filed 19 Oct 2026.