Lindbrook Capital’s First Trust Mid Cap Core AlphaDEX Fund FNX Stock Holding History

Lindbrook Capital’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
2025 Q1	$30K	Hold	275	–	–	﹤0.01%	1188
2024 Q4	$31.8K	Hold	275	–	–	﹤0.01%	1020
2024 Q3	$32.2K	Hold	275	–	–	﹤0.01%	1027
2024 Q2	$29.8K	Hold	275	–	–	﹤0.01%	1020
2024 Q1	$31.2K	Hold	275	–	–	﹤0.01%	990
2023 Q4	$28.7K	Hold	275	–	–	﹤0.01%	994
2023 Q3	$25.3K	Hold	275	–	–	﹤0.01%	955
2023 Q2	$26.5K	Hold	275	–	–	﹤0.01%	955
2023 Q1	$24.7K	Hold	275	–	–	﹤0.01%	969
2022 Q4	$24.2K	Hold	275	–	–	﹤0.01%	970
2022 Q3	$22K	Hold	275	–	–	﹤0.01%	936
2022 Q2	$23K	Hold	275	–	–	﹤0.01%	916
2022 Q1	$27K	Hold	275	–	–	﹤0.01%	884
2021 Q4	$28K	Buy	+275	New	+$28.2K	﹤0.01%	909

Other funds holding FNX

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

LPL Financial San Diego, California $445B AUM 25.58% 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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 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

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

Lindbrook Capital's FNX Position: Q1 2025 in Review

Lindbrook Capital held its First Trust Mid Cap Core AlphaDEX Fund (FNX) position steady in Q1 2025 at 275 shares worth $30K. The position accounts for ﹤0.01% of the portfolio, ranked #1188.

Lindbrook Capital first reported a position in FNX in Q4 2021 and has held it in 14 quarters since. The position peaked at $32.2K in Q3 2024. 180 funds tracked by Wall St. Rank hold FNX as of Q1 2025.

Lindbrook Capital held 275 shares of First Trust Mid Cap Core AlphaDEX Fund worth $30K as of Q1 2025.
Lindbrook Capital left its First Trust Mid Cap Core AlphaDEX Fund share count unchanged in Q1 2025.
First Trust Mid Cap Core AlphaDEX Fund made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #1188 holding.
Lindbrook Capital first reported a position in First Trust Mid Cap Core AlphaDEX Fund in Q4 2021 and has held it in 14 quarters since.
Lindbrook Capital's First Trust Mid Cap Core AlphaDEX Fund position peaked at $32.2K in Q3 2024.
180 funds tracked by Wall St. Rank held First Trust Mid Cap Core AlphaDEX Fund as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.