Krilogy Financial’s First Trust Mid Cap Core AlphaDEX Fund FNX Stock Holding History

Krilogy Financial’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 Q3	$271K	Sell	1,978 -433	-18%	-$62K	0.01%	905
2026 Q2	$353K	Hold	2,411	–	–	0.01%	759
2026 Q1	$325K	Hold	2,411	–	–	0.01%	709
2025 Q4	$323K	Hold	2,411	–	–	0.01%	698
2025 Q3	$298K	Buy	+2,411	New	+$291K	0.01%	683

Other funds holding FNX

Perryman Financial Advisory Dallas, Texas $791M AUM 21.08% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

PWM

Purus Wealth Management Newport Beach, California $366M AUM 31.29% 1-Year Est. Return

KWM

Kaydan Wealth Management Fenton, Michigan $291M AUM 15.62% 1-Year Est. Return

TCM

Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

SEP

Southland Equity Partners Wildwood, Missouri $583M AUM 16.78% 1-Year Est. Return

RiverTree Advisors Winter Park, Florida $168M AUM 5.92% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Krilogy Financial's FNX Position: Q3 2026 in Review

Krilogy Financial reduced its First Trust Mid Cap Core AlphaDEX Fund (FNX) stake by 18% in Q3 2026, selling an estimated $62K and leaving 1,978 shares worth $271K. The position accounts for 0.01% of the portfolio, ranked #905.

Krilogy Financial first reported a position in FNX in Q3 2025 and has held it in 5 quarters since. The position peaked at $353K in Q2 2026. 26 funds tracked by Wall St. Rank hold FNX as of Q3 2026.

Krilogy Financial held 1,978 shares of First Trust Mid Cap Core AlphaDEX Fund worth $271K as of Q3 2026.
Krilogy Financial sold 433 First Trust Mid Cap Core AlphaDEX Fund shares in Q3 2026, an estimated $62K.
First Trust Mid Cap Core AlphaDEX Fund made up 0.01% of Krilogy Financial's portfolio in Q3 2026, its #905 holding.
Krilogy Financial first reported a position in First Trust Mid Cap Core AlphaDEX Fund in Q3 2025 and has held it in 5 quarters since.
Krilogy Financial's First Trust Mid Cap Core AlphaDEX Fund position peaked at $353K in Q2 2026.
26 funds tracked by Wall St. Rank held First Trust Mid Cap Core AlphaDEX Fund as of Q3 2026.

Based on Krilogy Financial's 13F filing for Q3 2026, filed 13 Oct 2026.