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Pacific Sun Financial’s First Trust Mid Cap Core AlphaDEX Fund FNX Stock Holding History

Pacific Sun Financial’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 		$1.25M Sell
8,544
-560
-6% -$77.6K 0.52% 57
2026
Q1 		$1.17M Sell
9,104
-140
-2% -$18.6K 0.57% 52
2025
Q4 		$1.16M Sell
9,244
-120
-1% -$15K 0.56% 54
2025
Q3 		$1.17M Sell
9,364
-740
-7% -$89.4K 0.57% 53
2025
Q2 		$1.16M Sell
10,104
-440
-4% -$47.7K 0.61% 49
2025
Q1 		$1.15M Sell
10,544
-50
-0.5% -$5.77K 0.65% 47
2024
Q4 		$1.23M Sell
10,594
-35
-0.3% -$4.19K 0.67% 42
2024
Q3 		$1.25M Sell
10,629
-10
-0.1% -$1.13K 0.69% 42
2024
Q2 		$1.15M Sell
10,639
-40
-0.4% -$4.37K 0.68% 44
2024
Q1 		$1.21M Sell
10,679
-170
-2% -$17.9K 0.7% 42
2023
Q4 		$1.13M Sell
10,849
-390
-3% -$36.6K 0.72% 43
2023
Q3 		$1.04M Sell
11,239
-150
-1% -$14.5K 0.72% 41
2023
Q2 		$1.02M Buy
+11,389
New +$1.03M 0.69% 43
2022
Q4 		$1M Sell
11,409
-370
-3% -$32.7K 0.71% 43
2022
Q3 		$946K Sell
11,779
-50
-0.4% -$4.45K 0.66% 48
2022
Q2 		$990K Sell
11,829
-150
-1% -$13.8K 0.65% 45
2022
Q1 		$1.18M Sell
11,979
-90
-0.7% -$8.78K 0.64% 49
2021
Q4 		$1.24M Sell
12,069
-90
-0.7% -$9.22K 0.66% 49
2021
Q3 		$1.19M Buy
+12,159
New +$1.21M 0.68% 49
2020
Q3 		$855K Sell
12,969
-150
-1% -$9.84K 0.71% 48
2020
Q2 		$820K Sell
13,119
-560
-4% -$32.1K 0.74% 49
2020
Q1 		$660K Sell
13,679
-250
-2% -$16.2K 0.76% 49
2019
Q4 		$1.01M Sell
13,929
-190
-1% -$13.3K 0.89% 38
2019
Q3 		$954K Sell
14,119
-320
-2% -$21.7K 0.9% 39
2019
Q2 		$993K Buy
+14,439
New +$981K 0.95% 36
2018
Q2 		$1.06M Sell
14,919
-270
-2% -$18.2K 1.09% 29
2018
Q1 		$993K Buy
+15,189
New +$1.01M 1.31% 20

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

Pacific Sun Financial's FNX Position: Q2 2026 in Review

Pacific Sun Financial reduced its First Trust Mid Cap Core AlphaDEX Fund (FNX) stake by 6.2% in Q2 2026, selling an estimated $77.6K and leaving 8,544 shares worth $1.25M. The position accounts for 0.52% of the portfolio, ranked #57.

Pacific Sun Financial first reported a position in FNX in Q1 2018 and has held it in 27 quarters since. 210 funds tracked by Wall St. Rank hold FNX as of Q2 2026.

  • Pacific Sun Financial held 8,544 shares of First Trust Mid Cap Core AlphaDEX Fund worth $1.25M as of Q2 2026.
  • Pacific Sun Financial sold 560 First Trust Mid Cap Core AlphaDEX Fund shares in Q2 2026, an estimated $77.6K.
  • First Trust Mid Cap Core AlphaDEX Fund made up 0.52% of Pacific Sun Financial's portfolio in Q2 2026, its #57 holding.
  • Pacific Sun Financial first reported a position in First Trust Mid Cap Core AlphaDEX Fund in Q1 2018 and has held it in 27 quarters since.
  • 210 funds tracked by Wall St. Rank held First Trust Mid Cap Core AlphaDEX Fund as of Q2 2026.

Based on Pacific Sun Financial's 13F filing for Q2 2026, filed 10 Aug 2026.