Mercer Global Advisors
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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
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

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Raymond James Financial
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
TCTWM
Three Cord True Wealth Management Beaver, Pennsylvania $180M AUM 19.5% 1-Year Est. Return