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 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

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

Perryman Financial Advisory's FNX Position: Q2 2026 in Review

Perryman Financial Advisory increased its First Trust Mid Cap Core AlphaDEX Fund (FNX) stake by 1.3% in Q2 2026, buying an estimated $124K and bringing the position to 71,100 shares worth $10.4M. The position accounts for 1.39% of the portfolio, ranked #18.

Perryman Financial Advisory first reported a position in FNX in Q4 2025 and has held it in 3 quarters since. 210 funds tracked by Wall St. Rank hold FNX as of Q2 2026.

Perryman Financial Advisory held 71,100 shares of First Trust Mid Cap Core AlphaDEX Fund worth $10.4M as of Q2 2026.
Perryman Financial Advisory bought 892 First Trust Mid Cap Core AlphaDEX Fund shares in Q2 2026, an estimated $124K.
First Trust Mid Cap Core AlphaDEX Fund made up 1.39% of Perryman Financial Advisory's portfolio in Q2 2026, its #18 holding.
Perryman Financial Advisory first reported a position in First Trust Mid Cap Core AlphaDEX Fund in Q4 2025 and has held it in 3 quarters since.
210 funds tracked by Wall St. Rank held First Trust Mid Cap Core AlphaDEX Fund as of Q2 2026.

Based on Perryman Financial Advisory's 13F filing for Q2 2026, filed 24 Jul 2026.