LWM
FNX icon

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

Lakeridge 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 		$3.16M Sell
21,583
-4,600
-18% -$638K 1.16% 21
2026
Q1 		$3.36M Buy
26,183
+511
+2% +$67.7K 1.44% 17
2025
Q4 		$3.23M Sell
25,672
-47,314
-65% -$5.92M 1.47% 17
2025
Q3 		$9.15M Sell
72,986
-6,733
-8% -$814K 4.07% 4
2025
Q2 		$9.16M Buy
79,719
+4,790
+6% +$520K 4.21% 5
2025
Q1 		$8.17M Buy
74,929
+4,023
+6% +$464K 4.08% 5
2024
Q4 		$8.21M Buy
70,906
+1,300
+2% +$156K 4.24% 5
2024
Q3 		$8.15M Buy
69,606
+3,860
+6% +$435K 4.48% 4
2024
Q2 		$7.14M Buy
65,746
+1,899
+3% +$207K 4.29% 4
2024
Q1 		$7.24M Sell
63,847
-368
-0.6% -$38.8K 4.69% 4
2023
Q4 		$6.71M Buy
+64,215
New +$6.02M 4.85% 4

Other funds holding FNX

PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
FWA
FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PWM
Purus Wealth Management Newport Beach, California $363M AUM 39.16% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
SEP
Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
HSWS
Higgins & Schmidt Wealth Strategies Denver, Colorado $242M AUM 22.87% 1-Year Est. Return
WEG
World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return

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

Lakeridge Wealth Management reduced its First Trust Mid Cap Core AlphaDEX Fund (FNX) stake by 18% in Q2 2026, selling an estimated $638K and leaving 21,583 shares worth $3.16M. The position accounts for 1.16% of the portfolio, ranked #21.

Lakeridge Wealth Management first reported a position in FNX in Q4 2023 and has held it in 11 quarters since. The position peaked at $9.16M in Q2 2025. 26 funds tracked by Wall St. Rank hold FNX as of Q2 2026.

  • Lakeridge Wealth Management held 21,583 shares of First Trust Mid Cap Core AlphaDEX Fund worth $3.16M as of Q2 2026.
  • Lakeridge Wealth Management sold 4,600 First Trust Mid Cap Core AlphaDEX Fund shares in Q2 2026, an estimated $638K.
  • First Trust Mid Cap Core AlphaDEX Fund made up 1.16% of Lakeridge Wealth Management's portfolio in Q2 2026, its #21 holding.
  • Lakeridge Wealth Management first reported a position in First Trust Mid Cap Core AlphaDEX Fund in Q4 2023 and has held it in 11 quarters since.
  • Lakeridge Wealth Management's First Trust Mid Cap Core AlphaDEX Fund position peaked at $9.16M in Q2 2025.
  • 26 funds tracked by Wall St. Rank held First Trust Mid Cap Core AlphaDEX Fund as of Q2 2026.

Based on Lakeridge Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.