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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
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

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Baird Financial Group
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

Kaydan Wealth Management's FNX Position: Q2 2026 in Review

Kaydan Wealth Management increased its First Trust Mid Cap Core AlphaDEX Fund (FNX) stake by 0.98% in Q2 2026, buying an estimated $16.4K and bringing the position to 12,109 shares worth $1.77M. The position accounts for 0.54% of the portfolio, ranked #27.

Kaydan Wealth Management first reported a position in FNX in Q4 2021 and has held it in 19 quarters since. The position peaked at $24M in Q1 2024. 210 funds tracked by Wall St. Rank hold FNX as of Q2 2026.

  • Kaydan Wealth Management held 12,109 shares of First Trust Mid Cap Core AlphaDEX Fund worth $1.77M as of Q2 2026.
  • Kaydan Wealth Management bought 118 First Trust Mid Cap Core AlphaDEX Fund shares in Q2 2026, an estimated $16.4K.
  • First Trust Mid Cap Core AlphaDEX Fund made up 0.54% of Kaydan Wealth Management's portfolio in Q2 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 19 quarters since.
  • Kaydan Wealth Management's First Trust Mid Cap Core AlphaDEX Fund position peaked at $24M in Q1 2024.
  • 210 funds tracked by Wall St. Rank held First Trust Mid Cap Core AlphaDEX Fund as of Q2 2026.

Based on Kaydan Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.