Key Financial Inc’s First Trust Mid Cap Core AlphaDEX Fund FNX Stock Holding History

Key Financial Inc’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	$42.3K	Hold	289	–	–	0.01%	572
2026 Q1	$37.1K	Hold	289	–	–	0.01%	595
2025 Q4	$36.4K	Hold	289	–	–	0.01%	596
2025 Q3	$36.4K	Hold	289	–	–	0.01%	583
2025 Q2	$33.2K	Hold	289	–	–	0.01%	576
2025 Q1	$31.5K	Hold	289	–	–	0.01%	565
2024 Q4	$33.4K	Hold	289	–	–	0.01%	549
2024 Q3	$33.9K	Hold	289	–	–	0.01%	547
2024 Q2	$31.4K	Hold	289	–	–	0.01%	555
2024 Q1	$32.8K	Hold	289	–	–	0.01%	508
2023 Q4	$30.2K	Hold	289	–	–	0.01%	508
2023 Q3	$26.6K	Hold	289	–	–	0.01%	511
2023 Q2	$27.8K	Hold	289	–	–	0.01%	507
2023 Q1	$26K	Hold	289	–	–	0.01%	492
2022 Q4	$23.2K	Hold	289	–	–	0.01%	468
2022 Q3	$23K	Buy	+289	New	+$25.7K	0.01%	474

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

Key Financial Inc's FNX Position: Q2 2026 in Review

Key Financial Inc held its First Trust Mid Cap Core AlphaDEX Fund (FNX) position steady in Q2 2026 at 289 shares worth $42.3K. The position accounts for 0.01% of the portfolio, ranked #572.

Key Financial Inc first reported a position in FNX in Q3 2022 and has held it in 16 quarters since. 210 funds tracked by Wall St. Rank hold FNX as of Q2 2026.

Key Financial Inc held 289 shares of First Trust Mid Cap Core AlphaDEX Fund worth $42.3K as of Q2 2026.
Key Financial Inc 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 Key Financial Inc's portfolio in Q2 2026, its #572 holding.
Key Financial Inc first reported a position in First Trust Mid Cap Core AlphaDEX Fund in Q3 2022 and has held it in 16 quarters since.
210 funds tracked by Wall St. Rank held First Trust Mid Cap Core AlphaDEX Fund as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.