Lakeridge Wealth Management’s First Trust Mid Cap Core AlphaDEX Fund FNX Stock Holding History
Bought
Maintained
Sold
Other funds holding FNX
PFS
FWA
PWM
PNC
LI
SEP
BRWA
HSWS
WEG
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.