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MTM Investment Management’s First Trust Mid Cap Core AlphaDEX Fund FNX Stock Holding History

MTM Investment Management’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 		$35.6K Hold
243
– – 0.01% 391
2026
Q1 		$31.2K Hold
243
– – 0.01% 390
2025
Q4 		$30.6K Hold
243
– – 0.01% 396
2025
Q3 		$30.5K Hold
243
– – 0.01% 404
2025
Q2 		$27.9K Buy
+243
New +$26.4K 0.01% 402

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

MTM Investment Management's FNX Position: Q2 2026 in Review

MTM Investment Management held its First Trust Mid Cap Core AlphaDEX Fund (FNX) position steady in Q2 2026 at 243 shares worth $35.6K. The position accounts for 0.01% of the portfolio, ranked #391.

MTM Investment Management first reported a position in FNX in Q2 2025 and has held it in 5 quarters since. 210 funds tracked by Wall St. Rank hold FNX as of Q2 2026.

  • MTM Investment Management held 243 shares of First Trust Mid Cap Core AlphaDEX Fund worth $35.6K as of Q2 2026.
  • MTM Investment Management left its First Trust Mid Cap Core AlphaDEX Fund share count unchanged in Q2 2026.
  • First Trust Mid Cap Core AlphaDEX Fund made up 0.01% of MTM Investment Management's portfolio in Q2 2026, its #391 holding.
  • MTM Investment Management first reported a position in First Trust Mid Cap Core AlphaDEX Fund in Q2 2025 and has held it in 5 quarters since.
  • 210 funds tracked by Wall St. Rank held First Trust Mid Cap Core AlphaDEX Fund as of Q2 2026.

Based on MTM Investment Management's 13F filing for Q2 2026, filed 3 Aug 2026.