Mercer Global Advisors’s First Trust Mid Cap Core AlphaDEX Fund FNX Stock Holding History

Mercer Global Advisors’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	$275K	Sell	1,882 -510	-21%	-$70.7K	﹤0.01%	2914
2026 Q1	$307K	Buy	+2,392	New	+$317K	﹤0.01%	2406
2025 Q4	–	Sell	-1,599	Closed	-$201K	–	2887
2025 Q3	$201K	Buy	+1,599	New	+$193K	﹤0.01%	2392
2025 Q1	–	Sell	-2,990	Closed	-$346K	–	2195
2024 Q4	$346K	Buy	2,990 +915	+44%	+$110K	﹤0.01%	1659
2024 Q3	$241K	Buy	2,075 +40	+2%	+$4.5K	﹤0.01%	1706
2024 Q2	$221K	Hold	2,035	–	–	﹤0.01%	1737
2024 Q1	$231K	Sell	2,035 -3,968	-66%	-$418K	﹤0.01%	1706
2023 Q4	$627K	Buy	+6,003	New	+$563K	﹤0.01%	1187

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

Mercer Global Advisors's FNX Position: Q2 2026 in Review

Mercer Global Advisors reduced its First Trust Mid Cap Core AlphaDEX Fund (FNX) stake by 21% in Q2 2026, selling an estimated $70.7K and leaving 1,882 shares worth $275K. The position accounts for ﹤0.01% of the portfolio, ranked #2914.

Mercer Global Advisors first reported a position in FNX in Q4 2023 and has held it in 8 quarters since. The position peaked at $627K in Q4 2023. 210 funds tracked by Wall St. Rank hold FNX as of Q2 2026.

Mercer Global Advisors held 1,882 shares of First Trust Mid Cap Core AlphaDEX Fund worth $275K as of Q2 2026.
Mercer Global Advisors sold 510 First Trust Mid Cap Core AlphaDEX Fund shares in Q2 2026, an estimated $70.7K.
First Trust Mid Cap Core AlphaDEX Fund made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #2914 holding.
Mercer Global Advisors first reported a position in First Trust Mid Cap Core AlphaDEX Fund in Q4 2023 and has held it in 8 quarters since.
Mercer Global Advisors's First Trust Mid Cap Core AlphaDEX Fund position peaked at $627K in Q4 2023.
210 funds tracked by Wall St. Rank held First Trust Mid Cap Core AlphaDEX Fund as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.