&Partners’s First Trust Mid Cap Core AlphaDEX Fund FNX Stock Holding History

&Partners’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	$5.75M	Buy	39,538 +23,228	+142%	+$3.22M	0.02%	550
2026 Q1	$2.09M	Buy	16,310 +633	+4%	+$83.9K	0.01%	881
2025 Q4	$1.97M	Buy	15,677 +1,205	+8%	+$151K	0.01%	866
2025 Q3	$1.81M	Sell	14,472 -44	-0.3%	-$5.32K	0.01%	801
2025 Q2	$1.67M	Buy	14,516 +7,203	+98%	+$781K	0.01%	747
2025 Q1	$791K	Sell	7,313 -60	-0.8%	-$6.93K	0.01%	915
2024 Q4	$864K	Buy	7,373 +2,990	+68%	+$358K	0.01%	833
2024 Q3	$513K	Buy	+4,383	New	+$493K	0.01%	858

Other funds holding FNX

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

&Partners's FNX Position: Q2 2026 in Review

&Partners increased its First Trust Mid Cap Core AlphaDEX Fund (FNX) stake by 142% in Q2 2026, buying an estimated $3.22M and bringing the position to 39,538 shares worth $5.75M. The position accounts for 0.02% of the portfolio, ranked #550.

&Partners first reported a position in FNX in Q3 2024 and has held it in 8 quarters since. 210 funds tracked by Wall St. Rank hold FNX as of Q2 2026.

&Partners held 39,538 shares of First Trust Mid Cap Core AlphaDEX Fund worth $5.75M as of Q2 2026.
&Partners bought 23,228 First Trust Mid Cap Core AlphaDEX Fund shares in Q2 2026, an estimated $3.22M.
First Trust Mid Cap Core AlphaDEX Fund made up 0.02% of &Partners's portfolio in Q2 2026, its #550 holding.
&Partners first reported a position in First Trust Mid Cap Core AlphaDEX Fund in Q3 2024 and has held it in 8 quarters since.
210 funds tracked by Wall St. Rank held First Trust Mid Cap Core AlphaDEX Fund as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.