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

OneDigital Investment 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
2025 Q1	–	Sell	-13,647	Closed	-$1.58M	–	1437
2024 Q4	$1.58M	Buy	13,647 +859	+7%	+$103K	0.02%	485
2024 Q3	$1.5M	Buy	12,788 +7,994	+167%	+$900K	0.02%	533
2024 Q2	$520K	Buy	+4,794	New	+$523K	0.01%	887
2022 Q1	–	Sell	-6,391	Closed	-$657K	–	783
2021 Q4	$657K	Buy	6,391 +32	+0.5%	+$3.28K	0.02%	367
2021 Q3	$621K	Buy	6,359 +25	+0.4%	+$2.49K	0.02%	368
2021 Q2	$634K	Buy	6,334 +2,053	+48%	+$201K	0.03%	351
2021 Q1	$402K	Buy	4,281 +1,420	+50%	+$129K	0.02%	428
2020 Q4	$238K	Buy	+2,861	New	+$216K	0.01%	548
2020 Q3	–	Sell	-11,104	Closed	-$694K	–	682
2020 Q2	$694K	Sell	11,104 -9,389	-46%	-$538K	0.05%	256
2020 Q1	$988K	Sell	20,493 -470	-2%	-$30.5K	0.09%	195
2019 Q4	$1.52M	Buy	20,963 +1,664	+9%	+$116K	0.12%	152
2019 Q3	$1.3M	Buy	19,299 +1,117	+6%	+$75.8K	0.12%	149
2019 Q2	$1.25M	Buy	18,182 +1,160	+7%	+$78.8K	0.1%	125
2019 Q1	$1.14M	Buy	+17,022	New	+$1.11M	0.17%	103

Other funds holding FNX

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

OneDigital Investment Advisors's FNX Position: Q1 2025 in Review

OneDigital Investment Advisors sold out of First Trust Mid Cap Core AlphaDEX Fund (FNX) in Q1 2025, closing a stake of 13,647 shares — an estimated $1.58M sold.

OneDigital Investment Advisors first reported a position in FNX in Q1 2019 and held it in 14 quarters. The position peaked at $1.58M in Q4 2024. 180 funds tracked by Wall St. Rank hold FNX as of Q1 2025.

OneDigital Investment Advisors reported no remaining First Trust Mid Cap Core AlphaDEX Fund position as of Q1 2025 after selling out during the quarter.
OneDigital Investment Advisors sold 13,647 First Trust Mid Cap Core AlphaDEX Fund shares in Q1 2025, an estimated $1.58M.
OneDigital Investment Advisors first reported a position in First Trust Mid Cap Core AlphaDEX Fund in Q1 2019 and held it in 14 quarters.
OneDigital Investment Advisors's First Trust Mid Cap Core AlphaDEX Fund position peaked at $1.58M in Q4 2024.
180 funds tracked by Wall St. Rank held First Trust Mid Cap Core AlphaDEX Fund as of Q1 2025.

Based on OneDigital Investment Advisors's 13F filing for Q1 2025, filed 29 Apr 2025.