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Keystone Financial Group (Kentucky)’s First Trust Mid Cap Core AlphaDEX Fund FNX Stock Holding History

Keystone Financial Group (Kentucky)’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 		$1.33M Buy
+9,079
New +$1.26M 0.08% 183

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

Keystone Financial Group (Kentucky)'s FNX Position: Q2 2026 in Review

Keystone Financial Group (Kentucky) opened a new position in First Trust Mid Cap Core AlphaDEX Fund (FNX) in Q2 2026: 9,079 shares worth $1.33M. The stake represents 0.08% of the portfolio and ranks #183 among its holdings.

210 funds tracked by Wall St. Rank hold FNX as of Q2 2026.

  • Keystone Financial Group (Kentucky) held 9,079 shares of First Trust Mid Cap Core AlphaDEX Fund worth $1.33M as of Q2 2026.
  • First Trust Mid Cap Core AlphaDEX Fund was a new Keystone Financial Group (Kentucky) position in Q2 2026.
  • First Trust Mid Cap Core AlphaDEX Fund made up 0.08% of Keystone Financial Group (Kentucky)'s portfolio in Q2 2026, its #183 holding.
  • 210 funds tracked by Wall St. Rank held First Trust Mid Cap Core AlphaDEX Fund as of Q2 2026.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q2 2026, filed 29 Jul 2026.