National Wealth Management Group’s First Trust Mid Cap Core AlphaDEX Fund FNX Stock Holding History

National Wealth Management Group’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	$473K	Sell	3,233 -134	-4%	-$18.6K	0.15%	123
2026 Q1	$432K	Sell	3,367 -52	-2%	-$6.89K	0.16%	130
2025 Q4	$431K	Sell	3,419 -120	-3%	-$15K	0.15%	141
2025 Q3	$444K	Buy	3,539 +404	+13%	+$48.8K	0.17%	138
2025 Q2	$360K	Sell	3,135 -134	-4%	-$14.5K	0.2%	114
2025 Q1	$356K	Sell	3,269 -31	-0.9%	-$3.58K	0.23%	103
2024 Q4	$382K	Buy	3,300 +481	+17%	+$57.6K	0.25%	92
2024 Q3	$330K	Sell	2,819 -1,178	-29%	-$133K	0.22%	107
2024 Q2	$434K	Sell	3,997 -370	-8%	-$40.4K	0.33%	70
2024 Q1	$495K	Buy	4,367 +36	+0.8%	+$3.79K	0.39%	70
2023 Q4	$452K	Buy	4,331 +1,425	+49%	+$134K	0.44%	70
2023 Q3	$268K	Sell	2,906 -67	-2%	-$6.47K	0.29%	104
2023 Q2	$294K	Sell	2,973 -6	-0.2%	-$540	0.31%	94
2023 Q1	$260K	Sell	2,979 -25	-0.8%	-$2.31K	0.3%	108
2022 Q4	$264K	Buy	3,004 +18	+0.6%	+$1.59K	0.32%	102
2022 Q3	$240K	Buy	+2,986	New	+$266K	0.31%	104

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

National Wealth Management Group's FNX Position: Q2 2026 in Review

National Wealth Management Group reduced its First Trust Mid Cap Core AlphaDEX Fund (FNX) stake by 4% in Q2 2026, selling an estimated $18.6K and leaving 3,233 shares worth $473K. The position accounts for 0.15% of the portfolio, ranked #123.

National Wealth Management Group first reported a position in FNX in Q3 2022 and has held it in 16 quarters since. The position peaked at $495K in Q1 2024. 210 funds tracked by Wall St. Rank hold FNX as of Q2 2026.

National Wealth Management Group held 3,233 shares of First Trust Mid Cap Core AlphaDEX Fund worth $473K as of Q2 2026.
National Wealth Management Group sold 134 First Trust Mid Cap Core AlphaDEX Fund shares in Q2 2026, an estimated $18.6K.
First Trust Mid Cap Core AlphaDEX Fund made up 0.15% of National Wealth Management Group's portfolio in Q2 2026, its #123 holding.
National Wealth Management Group first reported a position in First Trust Mid Cap Core AlphaDEX Fund in Q3 2022 and has held it in 16 quarters since.
National Wealth Management Group's First Trust Mid Cap Core AlphaDEX Fund position peaked at $495K in Q1 2024.
210 funds tracked by Wall St. Rank held First Trust Mid Cap Core AlphaDEX Fund as of Q2 2026.

Based on National Wealth Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.