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

Meeder 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 Q1	–	Sell	-1,599	Closed	-$201K	–	708
2025 Q4	$201K	Sell	1,599 -345	-18%	-$43.2K	0.01%	644
2025 Q3	$244K	Buy	+1,944	New	+$235K	0.01%	541

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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

Meeder Advisory Services's FNX Position: Q1 2026 in Review

Meeder Advisory Services sold out of First Trust Mid Cap Core AlphaDEX Fund (FNX) in Q1 2026, closing a stake of 1,599 shares — an estimated $201K sold.

Meeder Advisory Services first reported a position in FNX in Q3 2025 and held it in 2 quarters. The position peaked at $244K in Q3 2025. 208 funds tracked by Wall St. Rank hold FNX as of Q1 2026.

Meeder Advisory Services reported no remaining First Trust Mid Cap Core AlphaDEX Fund position as of Q1 2026 after selling out during the quarter.
Meeder Advisory Services sold 1,599 First Trust Mid Cap Core AlphaDEX Fund shares in Q1 2026, an estimated $201K.
Meeder Advisory Services first reported a position in First Trust Mid Cap Core AlphaDEX Fund in Q3 2025 and held it in 2 quarters.
Meeder Advisory Services's First Trust Mid Cap Core AlphaDEX Fund position peaked at $244K in Q3 2025.
208 funds tracked by Wall St. Rank held First Trust Mid Cap Core AlphaDEX Fund as of Q1 2026.

Based on Meeder Advisory Services's 13F filing for Q1 2026, filed 7 May 2026.