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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
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% -$3.63K 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% +$8.71K 0.35% 75
2021
Q3 		$578K Buy
+5,430
New +$541K 0.38% 73

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
TCTWM
Three Cord True Wealth Management Beaver, Pennsylvania $180M AUM 19.5% 1-Year Est. Return

Independent Wealth Network's FNX Position: Q1 2026 in Review

Independent Wealth Network reduced its First Trust Mid Cap Core AlphaDEX Fund (FNX) stake by 58% in Q1 2026, selling an estimated $290K and leaving 1,589 shares worth $204K. The position accounts for 0.06% of the portfolio, ranked #279.

Independent Wealth Network first reported a position in FNX in Q3 2021 and has held it in 19 quarters since. The position peaked at $578K in Q3 2021. 208 funds tracked by Wall St. Rank hold FNX as of Q1 2026.

  • Independent Wealth Network held 1,589 shares of First Trust Mid Cap Core AlphaDEX Fund worth $204K as of Q1 2026.
  • Independent Wealth Network sold 2,191 First Trust Mid Cap Core AlphaDEX Fund shares in Q1 2026, an estimated $290K.
  • First Trust Mid Cap Core AlphaDEX Fund made up 0.06% of Independent Wealth Network's portfolio in Q1 2026, its #279 holding.
  • Independent Wealth Network first reported a position in First Trust Mid Cap Core AlphaDEX Fund in Q3 2021 and has held it in 19 quarters since.
  • Independent Wealth Network's First Trust Mid Cap Core AlphaDEX Fund position peaked at $578K in Q3 2021.
  • 208 funds tracked by Wall St. Rank held First Trust Mid Cap Core AlphaDEX Fund as of Q1 2026.

Based on Independent Wealth Network's 13F filing for Q1 2026, filed 21 Apr 2026.