Parallel Advisors’s First Trust Mid Cap Value AlphaDEX Fund FNK Stock Holding History

Parallel Advisors’s Portfolio FNK Stock Details FNK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$110K	Buy	+1,935	New	+$113K	﹤0.01%	1526

Other funds holding FNK

TIM

Total Investment Management Scottsdale, Arizona $858M AUM 9.96% 1-Year Est. Return

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

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

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

KWM

Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Parallel Advisors's FNK Position: Q1 2026 in Review

Parallel Advisors opened a new position in First Trust Mid Cap Value AlphaDEX Fund (FNK) in Q1 2026: 1,935 shares worth $110K. The stake represents ﹤0.01% of the portfolio and ranks #1526 among its holdings.

59 funds tracked by Wall St. Rank hold FNK as of Q1 2026.

Parallel Advisors held 1,935 shares of First Trust Mid Cap Value AlphaDEX Fund worth $110K as of Q1 2026.
First Trust Mid Cap Value AlphaDEX Fund was a new Parallel Advisors position in Q1 2026.
First Trust Mid Cap Value AlphaDEX Fund made up ﹤0.01% of Parallel Advisors's portfolio in Q1 2026, its #1526 holding.
59 funds tracked by Wall St. Rank held First Trust Mid Cap Value AlphaDEX Fund as of Q1 2026.

Based on Parallel Advisors's 13F filing for Q1 2026, filed 7 May 2026.