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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
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
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

Kingsview Wealth Management's FNX Position: Q1 2026 in Review

Kingsview Wealth Management increased its First Trust Mid Cap Core AlphaDEX Fund (FNX) stake by 1.5% in Q1 2026, buying an estimated $3.98K and bringing the position to 2,008 shares worth $258K. The position accounts for ﹤0.01% of the portfolio, ranked #1149.

Kingsview Wealth Management first reported a position in FNX in Q4 2017 and has held it in 21 quarters since. The position peaked at $1.55M in Q4 2019. 208 funds tracked by Wall St. Rank hold FNX as of Q1 2026.

  • Kingsview Wealth Management held 2,008 shares of First Trust Mid Cap Core AlphaDEX Fund worth $258K as of Q1 2026.
  • Kingsview Wealth Management bought 30 First Trust Mid Cap Core AlphaDEX Fund shares in Q1 2026, an estimated $3.98K.
  • First Trust Mid Cap Core AlphaDEX Fund made up ﹤0.01% of Kingsview Wealth Management's portfolio in Q1 2026, its #1149 holding.
  • Kingsview Wealth Management first reported a position in First Trust Mid Cap Core AlphaDEX Fund in Q4 2017 and has held it in 21 quarters since.
  • Kingsview Wealth Management's First Trust Mid Cap Core AlphaDEX Fund position peaked at $1.55M in Q4 2019.
  • 208 funds tracked by Wall St. Rank held First Trust Mid Cap Core AlphaDEX Fund as of Q1 2026.

Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.