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Nations Financial Group’s First Trust Mid Cap Core AlphaDEX Fund FNX Stock Holding History

Nations Financial 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 		$418K Hold
2,859
– – 0.02% 581
2026
Q1 		$367K Sell
2,859
-346
-11% -$45.9K 0.02% 612
2025
Q4 		$404K Buy
3,205
+1
+0% +$125 0.02% 563
2025
Q3 		$402K Hold
3,204
– – 0.03% 528
2025
Q2 		$368K Sell
3,204
-49
-2% -$5.31K 0.03% 516
2025
Q1 		$355K Sell
3,253
-74
-2% -$8.54K 0.03% 503
2024
Q4 		$385K Sell
3,327
-203
-6% -$24.3K 0.03% 505
2024
Q3 		$414K Sell
3,530
-91
-3% -$10.2K 0.03% 492
2024
Q2 		$393K Sell
3,621
-49
-1% -$5.35K 0.03% 476
2024
Q1 		$416K Hold
3,670
– – 0.04% 461
2023
Q4 		$383K Sell
3,670
-98
-3% -$9.19K 0.04% 460
2023
Q3 		$347K Buy
3,768
+1
+0% +$97 0.03% 462
2023
Q2 		$363K Sell
3,767
-416
-10% -$37.5K 0.04% 451
2023
Q1 		$376K Sell
4,183
-406
-9% -$37.6K 0.04% 432
2022
Q4 		$403K Sell
4,589
-97
-2% -$8.56K 0.05% 406
2022
Q3 		$376K Sell
4,686
-58
-1% -$5.16K 0.05% 353
2022
Q2 		$397K Sell
4,744
-246
-5% -$22.6K 0.05% 351
2022
Q1 		$490K Hold
4,990
– – 0.06% 319
2021
Q4 		$513K Buy
4,990
+1,995
+67% +$204K 0.07% 291
2021
Q3 		$293K Hold
2,995
– – 0.04% 361
2021
Q2 		$300K Buy
2,995
+50
+2% +$4.91K 0.05% 328
2021
Q1 		$276K Sell
2,945
-202
-6% -$18.3K 0.06% 298
2020
Q4 		$261K Buy
3,147
+1
+0% +$76 0.07% 279
2020
Q3 		$208K Sell
3,146
-632
-17% -$41.5K 0.06% 272
2020
Q2 		$236K Buy
+3,778
New +$216K 0.08% 234
2020
Q1 		– Sell
-4,570
Closed -$331K – 270
2019
Q4 		$331K Sell
4,570
-311
-6% -$21.7K 0.11% 220
2019
Q3 		$337K Buy
+4,881
New +$331K 0.12% 213

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

Nations Financial Group's FNX Position: Q2 2026 in Review

Nations Financial Group held its First Trust Mid Cap Core AlphaDEX Fund (FNX) position steady in Q2 2026 at 2,859 shares worth $418K. The position accounts for 0.02% of the portfolio, ranked #581.

Nations Financial Group first reported a position in FNX in Q3 2019 and has held it in 27 quarters since. The position peaked at $513K in Q4 2021. 210 funds tracked by Wall St. Rank hold FNX as of Q2 2026.

  • Nations Financial Group held 2,859 shares of First Trust Mid Cap Core AlphaDEX Fund worth $418K as of Q2 2026.
  • Nations Financial Group left its First Trust Mid Cap Core AlphaDEX Fund share count unchanged in Q2 2026.
  • First Trust Mid Cap Core AlphaDEX Fund made up 0.02% of Nations Financial Group's portfolio in Q2 2026, its #581 holding.
  • Nations Financial Group first reported a position in First Trust Mid Cap Core AlphaDEX Fund in Q3 2019 and has held it in 27 quarters since.
  • Nations Financial Group's First Trust Mid Cap Core AlphaDEX Fund position peaked at $513K in Q4 2021.
  • 210 funds tracked by Wall St. Rank held First Trust Mid Cap Core AlphaDEX Fund as of Q2 2026.

Based on Nations Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.