Morey & Quinn Wealth Partners’s First Trust Mid Cap Core AlphaDEX Fund FNX Stock Holding History

Morey & Quinn Wealth Partners’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	$457K	Buy	3,120 +342	+12%	+$47.4K	0.29%	83
2026 Q1	$356K	Buy	2,778 +50	+2%	+$6.63K	0.25%	89
2025 Q4	$344K	Hold	2,728	–	–	0.25%	95
2025 Q3	$342K	Sell	2,728 -115	-4%	-$13.9K	0.25%	97
2025 Q2	$327K	Sell	2,843 -230	-7%	-$24.9K	0.26%	91
2025 Q1	$335K	Hold	3,073	–	–	0.28%	85
2024 Q4	$356K	Buy	+3,073	New	+$368K	0.3%	82

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

Morey & Quinn Wealth Partners's FNX Position: Q2 2026 in Review

Morey & Quinn Wealth Partners increased its First Trust Mid Cap Core AlphaDEX Fund (FNX) stake by 12% in Q2 2026, buying an estimated $47.4K and bringing the position to 3,120 shares worth $457K. The position accounts for 0.29% of the portfolio, ranked #83.

Morey & Quinn Wealth Partners first reported a position in FNX in Q4 2024 and has held it in 7 quarters since. 210 funds tracked by Wall St. Rank hold FNX as of Q2 2026.

Morey & Quinn Wealth Partners held 3,120 shares of First Trust Mid Cap Core AlphaDEX Fund worth $457K as of Q2 2026.
Morey & Quinn Wealth Partners bought 342 First Trust Mid Cap Core AlphaDEX Fund shares in Q2 2026, an estimated $47.4K.
First Trust Mid Cap Core AlphaDEX Fund made up 0.29% of Morey & Quinn Wealth Partners's portfolio in Q2 2026, its #83 holding.
Morey & Quinn Wealth Partners first reported a position in First Trust Mid Cap Core AlphaDEX Fund in Q4 2024 and has held it in 7 quarters since.
210 funds tracked by Wall St. Rank held First Trust Mid Cap Core AlphaDEX Fund as of Q2 2026.

Based on Morey & Quinn Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.