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NewEdge Advisors’s First Trust Mid Cap Core AlphaDEX Fund FNX Stock Holding History

NewEdge Advisors’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 		$1.53M Sell
10,439
-717
-6% -$99.4K ﹤0.01% 1376
2026
Q1 		$1.43M Buy
11,156
+440
+4% +$58.3K 0.01% 1287
2025
Q4 		$1.35M Buy
10,716
+3,168
+42% +$397K ﹤0.01% 1299
2025
Q3 		$947K Sell
7,548
-2,462
-25% -$298K ﹤0.01% 1423
2025
Q2 		$1.15M Sell
10,010
-88
-0.9% -$9.54K 0.01% 1209
2025
Q1 		$1.1M Sell
10,098
-531
-5% -$61.3K 0.01% 1131
2024
Q4 		$1.23M Sell
10,629
-511
-5% -$61.2K 0.01% 1065
2024
Q3 		$1.31M Sell
11,140
-50
-0.4% -$5.63K 0.01% 979
2024
Q2 		$1.21M Sell
11,190
-413
-4% -$45.1K 0.01% 979
2024
Q1 		$1.32M Sell
11,603
-995
-8% -$105K 0.01% 864
2023
Q4 		$1.3M Buy
12,598
+6,137
+95% +$575K 0.01% 828
2023
Q3 		$595K Buy
6,461
+43
+0.7% +$4.15K 0.01% 1094
2023
Q2 		$618K Buy
6,418
+61
+1% +$5.49K 0.01% 1079
2023
Q1 		$572K Buy
6,357
+2,420
+61% +$224K 0.01% 1053
2022
Q4 		$286K Buy
3,937
+118
+3% +$10.4K 0.01% 1032
2022
Q3 		$306K Buy
3,819
+1,050
+38% +$93.5K 0.01% 1196
2022
Q2 		$231K Buy
+2,769
New +$255K ﹤0.01% 1330
2017
Q3 		– Sell
-49
Closed -$2.9K – 630
2017
Q2 		$2.9K Buy
+49
New +$2.87K ﹤0.01% 1245

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

NewEdge Advisors's FNX Position: Q2 2026 in Review

NewEdge Advisors reduced its First Trust Mid Cap Core AlphaDEX Fund (FNX) stake by 6.4% in Q2 2026, selling an estimated $99.4K and leaving 10,439 shares worth $1.53M. The position accounts for ﹤0.01% of the portfolio, ranked #1376.

NewEdge Advisors first reported a position in FNX in Q2 2017 and has held it in 18 quarters since. 210 funds tracked by Wall St. Rank hold FNX as of Q2 2026.

  • NewEdge Advisors held 10,439 shares of First Trust Mid Cap Core AlphaDEX Fund worth $1.53M as of Q2 2026.
  • NewEdge Advisors sold 717 First Trust Mid Cap Core AlphaDEX Fund shares in Q2 2026, an estimated $99.4K.
  • First Trust Mid Cap Core AlphaDEX Fund made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #1376 holding.
  • NewEdge Advisors first reported a position in First Trust Mid Cap Core AlphaDEX Fund in Q2 2017 and has held it in 18 quarters since.
  • 210 funds tracked by Wall St. Rank held First Trust Mid Cap Core AlphaDEX Fund as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.