KPP Advisory Services’s First Trust Mid Cap Core AlphaDEX Fund FNX Stock Holding History

KPP Advisory Services’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	$507K	Hold	3,463	–	–	0.06%	226
2026 Q1	$444K	Hold	3,463	–	–	0.06%	231
2025 Q4	$436K	Hold	3,463	–	–	0.06%	216
2025 Q3	$434K	Hold	3,463	–	–	0.06%	224
2025 Q2	$398K	Hold	3,463	–	–	0.07%	217
2025 Q1	$377K	Hold	3,463	–	–	0.07%	213
2024 Q4	$401K	Hold	3,463	–	–	0.09%	159
2024 Q3	$406K	Sell	3,463 -30	-0.9%	-$3.38K	0.1%	159
2024 Q2	$379K	Hold	3,493	–	–	0.1%	156
2024 Q1	$396K	Buy	+3,493	New	+$368K	0.11%	152
2023 Q4	–	Sell	-3,493	Closed	-$322K	–	151
2023 Q3	$322K	Buy	+3,493	New	+$337K	0.11%	142

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

KPP Advisory Services's FNX Position: Q2 2026 in Review

KPP Advisory Services held its First Trust Mid Cap Core AlphaDEX Fund (FNX) position steady in Q2 2026 at 3,463 shares worth $507K. The position accounts for 0.06% of the portfolio, ranked #226.

KPP Advisory Services first reported a position in FNX in Q3 2023 and has held it in 11 quarters since. 210 funds tracked by Wall St. Rank hold FNX as of Q2 2026.

KPP Advisory Services held 3,463 shares of First Trust Mid Cap Core AlphaDEX Fund worth $507K as of Q2 2026.
KPP Advisory Services left its First Trust Mid Cap Core AlphaDEX Fund share count unchanged in Q2 2026.
First Trust Mid Cap Core AlphaDEX Fund made up 0.06% of KPP Advisory Services's portfolio in Q2 2026, its #226 holding.
KPP Advisory Services first reported a position in First Trust Mid Cap Core AlphaDEX Fund in Q3 2023 and has held it in 11 quarters since.
210 funds tracked by Wall St. Rank held First Trust Mid Cap Core AlphaDEX Fund as of Q2 2026.

Based on KPP Advisory Services's 13F filing for Q2 2026, filed 24 Jul 2026.