Kaydan Wealth Management
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Kaydan Wealth Management’s First Trust Mid Cap Core AlphaDEX Fund FNX Stock Holding History

Kaydan Wealth Management’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 		$1.64M Buy
12,186
+77
+0.6% +$11K 0.56% 27
2026
Q2 		$1.77M Buy
12,109
+118
+1% +$16.4K 0.54% 27
2026
Q1 		$1.54M Sell
11,991
-177
-1% -$23.5K 0.51% 27
2025
Q4 		$1.53M Sell
12,168
-458
-4% -$57.4K 0.44% 29
2025
Q3 		$1.58M Sell
12,626
-223
-2% -$26.9K 0.45% 31
2025
Q2 		$1.48M Sell
12,849
-141
-1% -$15.3K 0.48% 30
2025
Q1 		$1.42M Sell
12,990
-498
-4% -$57.5K 0.45% 30
2024
Q4 		$1.56M Sell
13,488
-977
-7% -$117K 0.52% 27
2024
Q3 		$1.69M Sell
14,465
-116
-0.8% -$13.1K 0.5% 27
2024
Q2 		$1.58M Sell
14,581
-196,712
-93% -$21.5M 0.56% 29
2024
Q1 		$24M Buy
211,293
+196,757
+1,354% +$20.7M 8.17% 4
2023
Q4 		$1.52M Sell
14,536
-529
-4% -$49.6K 0.62% 26
2023
Q3 		$1.39M Sell
15,065
-506
-3% -$48.9K 0.55% 24
2023
Q2 		$1.5M Sell
15,571
-1,180
-7% -$106K 0.63% 22
2023
Q1 		$1.51M Sell
16,751
-2,822
-14% -$261K 0.62% 21
2022
Q4 		$1.72M Sell
19,573
-3,775
-16% -$333K 0.69% 18
2022
Q3 		$1.87M Sell
23,348
-1,374
-6% -$122K 1.03% 12
2022
Q2 		$2.07M Sell
24,722
-10,181
-29% -$936K 1.15% 11
2022
Q1 		$3.42M Sell
34,903
-1,683
-5% -$164K 1.51% 12
2021
Q4 		$3.76M Buy
+36,586
New +$3.75M 1.43% 12

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
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
RiverTree Advisors
RiverTree Advisors Winter Park, Florida $168M AUM 5.92% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Kaydan Wealth Management's FNX Position: Q3 2026 in Review

Kaydan Wealth Management increased its First Trust Mid Cap Core AlphaDEX Fund (FNX) stake by 0.64% in Q3 2026, buying an estimated $11K and bringing the position to 12,186 shares worth $1.64M. The position accounts for 0.56% of the portfolio, ranked #27.

Kaydan Wealth Management first reported a position in FNX in Q4 2021 and has held it in 20 quarters since. The position peaked at $24M in Q1 2024. 30 funds tracked by Wall St. Rank hold FNX as of Q3 2026.

  • Kaydan Wealth Management held 12,186 shares of First Trust Mid Cap Core AlphaDEX Fund worth $1.64M as of Q3 2026.
  • Kaydan Wealth Management bought 77 First Trust Mid Cap Core AlphaDEX Fund shares in Q3 2026, an estimated $11K.
  • First Trust Mid Cap Core AlphaDEX Fund made up 0.56% of Kaydan Wealth Management's portfolio in Q3 2026, its #27 holding.
  • Kaydan Wealth Management first reported a position in First Trust Mid Cap Core AlphaDEX Fund in Q4 2021 and has held it in 20 quarters since.
  • Kaydan Wealth Management's First Trust Mid Cap Core AlphaDEX Fund position peaked at $24M in Q1 2024.
  • 30 funds tracked by Wall St. Rank held First Trust Mid Cap Core AlphaDEX Fund as of Q3 2026.

Based on Kaydan Wealth Management's 13F filing for Q3 2026, filed 8 Oct 2026.