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 Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Purus Wealth Management Newport Beach, California $366M AUM 31.29% 1-Year Est. Return

Kaydan Wealth Management Fenton, Michigan $291M AUM 15.62% 1-Year Est. Return

Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return

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 Windham, New Hampshire $113M AUM 13.48% 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. 37 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.
37 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.