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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
Q2 		$260K Sell
1,780
-88
-5% -$12.2K ﹤0.01% 1042
2026
Q1 		$239K Buy
+1,868
New +$248K 0.01% 991

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

Mount Yale Investment Advisors's FNX Position: Q2 2026 in Review

Mount Yale Investment Advisors reduced its First Trust Mid Cap Core AlphaDEX Fund (FNX) stake by 4.7% in Q2 2026, selling an estimated $12.2K and leaving 1,780 shares worth $260K. The position accounts for ﹤0.01% of the portfolio, ranked #1042.

Mount Yale Investment Advisors first reported a position in FNX in Q1 2026 and has held it in 2 quarters since. 211 funds tracked by Wall St. Rank hold FNX as of Q2 2026.

  • Mount Yale Investment Advisors held 1,780 shares of First Trust Mid Cap Core AlphaDEX Fund worth $260K as of Q2 2026.
  • Mount Yale Investment Advisors sold 88 First Trust Mid Cap Core AlphaDEX Fund shares in Q2 2026, an estimated $12.2K.
  • First Trust Mid Cap Core AlphaDEX Fund made up ﹤0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #1042 holding.
  • Mount Yale Investment Advisors first reported a position in First Trust Mid Cap Core AlphaDEX Fund in Q1 2026 and has held it in 2 quarters since.
  • 211 funds tracked by Wall St. Rank held First Trust Mid Cap Core AlphaDEX Fund as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.