Kingswood Wealth Advisors’s First Trust Mid Cap Core AlphaDEX Fund FNX Stock Holding History

Kingswood Wealth Advisors’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	$270K	Buy	2,102 +193	+10%	+$25.6K	0.01%	756
2025 Q4	$240K	Sell	1,909 -288	-13%	-$36.1K	0.01%	758
2025 Q3	$276K	Buy	2,197 +341	+18%	+$41.2K	0.02%	658
2025 Q2	$213K	Buy	1,856 +2	+0.1%	+$217	0.02%	682
2025 Q1	$202K	Sell	1,854 -59	-3%	-$6.81K	0.02%	683
2024 Q4	$221K	Buy	+1,913	New	+$229K	0.02%	708

Other funds holding FNX

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

Kingswood Wealth Advisors's FNX Position: Q1 2026 in Review

Kingswood Wealth Advisors increased its First Trust Mid Cap Core AlphaDEX Fund (FNX) stake by 10% in Q1 2026, buying an estimated $25.6K and bringing the position to 2,102 shares worth $270K. The position accounts for 0.01% of the portfolio, ranked #756.

Kingswood Wealth Advisors first reported a position in FNX in Q4 2024 and has held it in 6 quarters since. The position peaked at $276K in Q3 2025. 208 funds tracked by Wall St. Rank hold FNX as of Q1 2026.

Kingswood Wealth Advisors held 2,102 shares of First Trust Mid Cap Core AlphaDEX Fund worth $270K as of Q1 2026.
Kingswood Wealth Advisors bought 193 First Trust Mid Cap Core AlphaDEX Fund shares in Q1 2026, an estimated $25.6K.
First Trust Mid Cap Core AlphaDEX Fund made up 0.01% of Kingswood Wealth Advisors's portfolio in Q1 2026, its #756 holding.
Kingswood Wealth Advisors first reported a position in First Trust Mid Cap Core AlphaDEX Fund in Q4 2024 and has held it in 6 quarters since.
Kingswood Wealth Advisors's First Trust Mid Cap Core AlphaDEX Fund position peaked at $276K in Q3 2025.
208 funds tracked by Wall St. Rank held First Trust Mid Cap Core AlphaDEX Fund as of Q1 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.