Perryman Financial Advisory
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Perryman Financial Advisory’s First Trust Mid Cap Core AlphaDEX Fund FNX Stock Holding History

Perryman Financial Advisory’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
Q3 		$9.6M Buy
71,413
+313
+0.4% +$44.8K 1.22% 22
2026
Q2 		$10.4M Buy
71,100
+892
+1% +$124K 1.39% 18
2026
Q1 		$9M Buy
70,208
+49
+0.1% +$6.5K 1.35% 22
2025
Q4 		$8.84M Buy
+70,159
New +$8.79M 1.3% 21

Other funds holding FNX

B. Riley Wealth Advisors
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Purus Wealth Management
Purus Wealth Management Newport Beach, California $366M AUM 31.29% 1-Year Est. Return
Kaydan Wealth Management
Kaydan Wealth Management Fenton, Michigan $291M AUM 15.62% 1-Year Est. Return
Triumph Capital Management
Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return
LVZ Inc
LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return
Park National Corp
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
SEP
Southland Equity Partners Wildwood, Missouri $583M AUM 16.78% 1-Year Est. Return
Catalyst Investment Management
Catalyst Investment Management Windham, New Hampshire $113M AUM 13.48% 1-Year Est. Return
RiverTree Advisors
RiverTree Advisors Winter Park, Florida $168M AUM 5.92% 1-Year Est. Return

Perryman Financial Advisory's FNX Position: Q3 2026 in Review

Perryman Financial Advisory increased its First Trust Mid Cap Core AlphaDEX Fund (FNX) stake by 0.44% in Q3 2026, buying an estimated $44.8K and bringing the position to 71,413 shares worth $9.6M. The position accounts for 1.22% of the portfolio, ranked #22.

Perryman Financial Advisory first reported a position in FNX in Q4 2025 and has held it in 4 quarters since. The position peaked at $10.4M in Q2 2026. 36 funds tracked by Wall St. Rank hold FNX as of Q3 2026.

  • Perryman Financial Advisory held 71,413 shares of First Trust Mid Cap Core AlphaDEX Fund worth $9.6M as of Q3 2026.
  • Perryman Financial Advisory bought 313 First Trust Mid Cap Core AlphaDEX Fund shares in Q3 2026, an estimated $44.8K.
  • First Trust Mid Cap Core AlphaDEX Fund made up 1.22% of Perryman Financial Advisory's portfolio in Q3 2026, its #22 holding.
  • Perryman Financial Advisory first reported a position in First Trust Mid Cap Core AlphaDEX Fund in Q4 2025 and has held it in 4 quarters since.
  • Perryman Financial Advisory's First Trust Mid Cap Core AlphaDEX Fund position peaked at $10.4M in Q2 2026.
  • 36 funds tracked by Wall St. Rank held First Trust Mid Cap Core AlphaDEX Fund as of Q3 2026.

Based on Perryman Financial Advisory's 13F filing for Q3 2026, filed 16 Oct 2026.