MPWM Advisory Solutions’s First Trust Mid Cap Core AlphaDEX Fund FNX Stock Holding History

MPWM Advisory Solutions’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	$204K	Buy	1,590 +35	+2%	+$4.64K	0.11%	101
2025 Q4	$196K	Hold	1,555	–	–	0.11%	92
2025 Q3	$195K	Hold	1,555	–	–	0.12%	89
2025 Q2	$179K	Buy	+1,555	New	+$169K	0.11%	87

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 $180M AUM 19.5% 1-Year Est. Return

MPWM Advisory Solutions's FNX Position: Q1 2026 in Review

MPWM Advisory Solutions increased its First Trust Mid Cap Core AlphaDEX Fund (FNX) stake by 2.3% in Q1 2026, buying an estimated $4.64K and bringing the position to 1,590 shares worth $204K. The position accounts for 0.11% of the portfolio, ranked #101.

MPWM Advisory Solutions first reported a position in FNX in Q2 2025 and has held it in 4 quarters since. 208 funds tracked by Wall St. Rank hold FNX as of Q1 2026.

MPWM Advisory Solutions held 1,590 shares of First Trust Mid Cap Core AlphaDEX Fund worth $204K as of Q1 2026.
MPWM Advisory Solutions bought 35 First Trust Mid Cap Core AlphaDEX Fund shares in Q1 2026, an estimated $4.64K.
First Trust Mid Cap Core AlphaDEX Fund made up 0.11% of MPWM Advisory Solutions's portfolio in Q1 2026, its #101 holding.
MPWM Advisory Solutions first reported a position in First Trust Mid Cap Core AlphaDEX Fund in Q2 2025 and has held it in 4 quarters since.
208 funds tracked by Wall St. Rank held First Trust Mid Cap Core AlphaDEX Fund as of Q1 2026.

Based on MPWM Advisory Solutions's 13F filing for Q1 2026, filed 13 May 2026.