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

Lloyd 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	–	Sell	-15	Closed	-$1.95K	–	761
2026 Q1	$1.95K	Buy	+15	New	+$1.99K	﹤0.01%	667
2022 Q2	–	Sell	-68	Closed	-$7K	–	235
2022 Q1	$7K	Buy	68 +2	+3%	+$195	﹤0.01%	419
2021 Q4	$7K	Sell	66 -3	-4%	-$307	﹤0.01%	333
2021 Q3	$7K	Hold	69	–	–	﹤0.01%	300
2021 Q2	$7K	Buy	69 +19	+38%	+$1.86K	﹤0.01%	303
2021 Q1	$5K	Buy	+50	New	+$4.54K	﹤0.01%	289

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

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

Lloyd Advisory Services sold out of First Trust Mid Cap Core AlphaDEX Fund (FNX) in Q2 2026, closing a stake of 15 shares — an estimated $1.95K sold.

Lloyd Advisory Services first reported a position in FNX in Q1 2021 and held it in 6 quarters. The position peaked at $7K in Q1 2022. 210 funds tracked by Wall St. Rank hold FNX as of Q2 2026.

Lloyd Advisory Services reported no remaining First Trust Mid Cap Core AlphaDEX Fund position as of Q2 2026 after selling out during the quarter.
Lloyd Advisory Services sold 15 First Trust Mid Cap Core AlphaDEX Fund shares in Q2 2026, an estimated $1.95K.
Lloyd Advisory Services first reported a position in First Trust Mid Cap Core AlphaDEX Fund in Q1 2021 and held it in 6 quarters.
Lloyd Advisory Services's First Trust Mid Cap Core AlphaDEX Fund position peaked at $7K in Q1 2022.
210 funds tracked by Wall St. Rank held First Trust Mid Cap Core AlphaDEX Fund as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.