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

Kingsview 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	$304K	Buy	2,078 +70	+3%	+$9.7K	﹤0.01%	1185
2026 Q1	$258K	Buy	2,008 +30	+2%	+$3.98K	﹤0.01%	1149
2025 Q4	$249K	Buy	1,978 +2	+0.1%	+$250	﹤0.01%	1084
2025 Q3	$248K	Sell	1,976 -126	-6%	-$15.2K	﹤0.01%	1044
2025 Q2	$241K	Sell	2,102 -180	-8%	-$19.5K	﹤0.01%	1032
2025 Q1	$249K	Sell	2,282 -136	-6%	-$15.7K	﹤0.01%	958
2024 Q4	$280K	Sell	2,418 -1,253	-34%	-$150K	0.01%	930
2024 Q3	$430K	Buy	3,671 +134	+4%	+$15.1K	0.01%	766
2024 Q2	$384K	Sell	3,537 -268	-7%	-$29.2K	0.01%	761
2024 Q1	$431K	Buy	3,805 +124	+3%	+$13.1K	0.01%	702
2023 Q4	$385K	Sell	3,681 -2,649	-42%	-$248K	0.01%	697
2023 Q3	$583K	Buy	+6,330	New	+$611K	0.02%	574
2020 Q2	–	Sell	-20,576	Closed	-$992K	–	625
2020 Q1	$992K	Sell	20,576 -833	-4%	-$54K	0.13%	177
2019 Q4	$1.55M	Buy	21,409 +3,119	+17%	+$218K	0.19%	148
2019 Q3	$1.24M	Buy	18,290 +2,829	+18%	+$192K	0.19%	141
2019 Q2	$1.06M	Buy	15,461 +10,748	+228%	+$730K	0.18%	145
2019 Q1	$316K	Sell	4,713 -304	-6%	-$19.9K	0.05%	341
2018 Q4	$290K	Sell	5,017 -268	-5%	-$17.1K	0.06%	291
2018 Q3	$379K	Buy	5,285 +126	+2%	+$8.96K	0.08%	258
2018 Q2	$353K	Buy	5,159 +1	+0%	+$67	0.08%	243
2018 Q1	$337K	Sell	5,158 -2,750	-35%	-$183K	0.08%	245
2017 Q4	$520K	Buy	+7,908	New	+$506K	0.19%	166

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

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

Kingsview Wealth Management increased its First Trust Mid Cap Core AlphaDEX Fund (FNX) stake by 3.5% in Q2 2026, buying an estimated $9.7K and bringing the position to 2,078 shares worth $304K. The position accounts for ﹤0.01% of the portfolio, ranked #1185.

Kingsview Wealth Management first reported a position in FNX in Q4 2017 and has held it in 22 quarters since. The position peaked at $1.55M in Q4 2019. 210 funds tracked by Wall St. Rank hold FNX as of Q2 2026.

Kingsview Wealth Management held 2,078 shares of First Trust Mid Cap Core AlphaDEX Fund worth $304K as of Q2 2026.
Kingsview Wealth Management bought 70 First Trust Mid Cap Core AlphaDEX Fund shares in Q2 2026, an estimated $9.7K.
First Trust Mid Cap Core AlphaDEX Fund made up ﹤0.01% of Kingsview Wealth Management's portfolio in Q2 2026, its #1185 holding.
Kingsview Wealth Management first reported a position in First Trust Mid Cap Core AlphaDEX Fund in Q4 2017 and has held it in 22 quarters since.
Kingsview Wealth Management's First Trust Mid Cap Core AlphaDEX Fund position peaked at $1.55M in Q4 2019.
210 funds tracked by Wall St. Rank held First Trust Mid Cap Core AlphaDEX Fund as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.