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

MONECO 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 		– Sell
-3,621
Closed -$464K – 604
2026
Q1 		$464K Buy
3,621
+1
+0% +$133 0.04% 321
2025
Q4 		$456K Sell
3,620
-68
-2% -$8.52K 0.04% 319
2025
Q3 		$462K Sell
3,688
-166
-4% -$20.1K 0.04% 320
2025
Q2 		$443K Sell
3,854
-620
-14% -$67.2K 0.04% 320
2025
Q1 		$488K Sell
4,474
-954
-18% -$110K 0.05% 286
2024
Q4 		$628K Sell
5,428
-2,001
-27% -$240K 0.07% 243
2024
Q3 		$870K Buy
7,429
+3
+0% +$338 0.11% 174
2024
Q2 		$806K Sell
7,426
-340
-4% -$37.1K 0.12% 169
2024
Q1 		$880K Sell
7,766
-4,334
-36% -$457K 0.14% 165
2023
Q4 		$1.26M Sell
12,100
-2,112
-15% -$198K 0.24% 110
2023
Q3 		$1.31M Sell
14,212
-76
-0.5% -$7.34K 0.36% 73
2023
Q2 		$1.38M Sell
14,288
-3,314
-19% -$298K 0.37% 62
2023
Q1 		$1.58M Sell
17,602
-1,137
-6% -$105K 0.47% 51
2022
Q4 		$1.65M Sell
18,739
-2,090
-10% -$184K 0.59% 37
2022
Q3 		$1.67M Buy
20,829
+2,563
+14% +$228K 0.67% 34
2022
Q2 		$1.53M Buy
18,266
+5,612
+44% +$516K 0.59% 40
2022
Q1 		$1.24M Buy
12,654
+3,389
+37% +$331K 0.46% 49
2021
Q4 		$890K Buy
+9,265
New +$949K 0.33% 74

Other funds holding FNX

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Baird Financial Group
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

MONECO Advisors's FNX Position: Q2 2026 in Review

MONECO Advisors sold out of First Trust Mid Cap Core AlphaDEX Fund (FNX) in Q2 2026, closing a stake of 3,621 shares — an estimated $464K sold.

MONECO Advisors first reported a position in FNX in Q4 2021 and held it in 18 quarters. The position peaked at $1.67M in Q3 2022. 210 funds tracked by Wall St. Rank hold FNX as of Q2 2026.

  • MONECO Advisors reported no remaining First Trust Mid Cap Core AlphaDEX Fund position as of Q2 2026 after selling out during the quarter.
  • MONECO Advisors sold 3,621 First Trust Mid Cap Core AlphaDEX Fund shares in Q2 2026, an estimated $464K.
  • MONECO Advisors first reported a position in First Trust Mid Cap Core AlphaDEX Fund in Q4 2021 and held it in 18 quarters.
  • MONECO Advisors's First Trust Mid Cap Core AlphaDEX Fund position peaked at $1.67M in Q3 2022.
  • 210 funds tracked by Wall St. Rank held First Trust Mid Cap Core AlphaDEX Fund as of Q2 2026.

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