Mount Yale Investment Advisors’s First Trust Mid Cap Core AlphaDEX Fund FNX Stock Holding History

Mount Yale Investment 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	$239K	Buy	+1,868	New	+$248K	0.01%	991

Other funds holding FNX

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

TCTWM

Three Cord True Wealth Management Beaver, Pennsylvania $210M AUM 21.9% 1-Year Est. Return

Mount Yale Investment Advisors's FNX Position: Q1 2026 in Review

Mount Yale Investment Advisors opened a new position in First Trust Mid Cap Core AlphaDEX Fund (FNX) in Q1 2026: 1,868 shares worth $239K. The stake represents 0.01% of the portfolio and ranks #991 among its holdings.

208 funds tracked by Wall St. Rank hold FNX as of Q1 2026.

Mount Yale Investment Advisors held 1,868 shares of First Trust Mid Cap Core AlphaDEX Fund worth $239K as of Q1 2026.
First Trust Mid Cap Core AlphaDEX Fund was a new Mount Yale Investment Advisors position in Q1 2026.
First Trust Mid Cap Core AlphaDEX Fund made up 0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #991 holding.
208 funds tracked by Wall St. Rank held First Trust Mid Cap Core AlphaDEX Fund as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.