KFG
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Kingdom Financial Group’s First Trust Mid Cap Core AlphaDEX Fund FNX Stock Holding History

Kingdom Financial Group’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 		$1.95K Hold
15
– – ﹤0.01% 667
2025
Q4 		$1.91K Buy
+15
New +$1.88K ﹤0.01% 590

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

Kingdom Financial Group's FNX Position: Q1 2026 in Review

Kingdom Financial Group held its First Trust Mid Cap Core AlphaDEX Fund (FNX) position steady in Q1 2026 at 15 shares worth $1.95K. The position accounts for ﹤0.01% of the portfolio, ranked #667.

Kingdom Financial Group first reported a position in FNX in Q4 2025 and has held it in 2 quarters since. 208 funds tracked by Wall St. Rank hold FNX as of Q1 2026.

  • Kingdom Financial Group held 15 shares of First Trust Mid Cap Core AlphaDEX Fund worth $1.95K as of Q1 2026.
  • Kingdom Financial Group left its First Trust Mid Cap Core AlphaDEX Fund share count unchanged in Q1 2026.
  • First Trust Mid Cap Core AlphaDEX Fund made up ﹤0.01% of Kingdom Financial Group's portfolio in Q1 2026, its #667 holding.
  • Kingdom Financial Group first reported a position in First Trust Mid Cap Core AlphaDEX Fund in Q4 2025 and has held it in 2 quarters since.
  • 208 funds tracked by Wall St. Rank held First Trust Mid Cap Core AlphaDEX Fund as of Q1 2026.

Based on Kingdom Financial Group's 13F filing for Q1 2026, filed 13 May 2026.