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 Q2	$98.9K	Sell	676 -914	-57%	-$127K	0.05%	150
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 $1.89T 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

MPWM Advisory Solutions's FNX Position: Q2 2026 in Review

MPWM Advisory Solutions reduced its First Trust Mid Cap Core AlphaDEX Fund (FNX) stake by 57% in Q2 2026, selling an estimated $127K and leaving 676 shares worth $98.9K. The position accounts for 0.05% of the portfolio, ranked #150.

MPWM Advisory Solutions first reported a position in FNX in Q2 2025 and has held it in 5 quarters since. The position peaked at $204K in Q1 2026. 210 funds tracked by Wall St. Rank hold FNX as of Q2 2026.

MPWM Advisory Solutions held 676 shares of First Trust Mid Cap Core AlphaDEX Fund worth $98.9K as of Q2 2026.
MPWM Advisory Solutions sold 914 First Trust Mid Cap Core AlphaDEX Fund shares in Q2 2026, an estimated $127K.
First Trust Mid Cap Core AlphaDEX Fund made up 0.05% of MPWM Advisory Solutions's portfolio in Q2 2026, its #150 holding.
MPWM Advisory Solutions first reported a position in First Trust Mid Cap Core AlphaDEX Fund in Q2 2025 and has held it in 5 quarters since.
MPWM Advisory Solutions's First Trust Mid Cap Core AlphaDEX Fund position peaked at $204K in Q1 2026.
210 funds tracked by Wall St. Rank held First Trust Mid Cap Core AlphaDEX Fund as of Q2 2026.

Based on MPWM Advisory Solutions's 13F filing for Q2 2026, filed 13 Aug 2026.