Potentia Wealth’s First Trust Mid Cap Core AlphaDEX Fund FNX Stock Holding History

Potentia Wealth’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	–	Sell	-7,120	Closed	-$913K	–	73
2026 Q1	$913K	Sell	7,120 -777	-10%	-$103K	0.35%	39
2025 Q4	$995K	Sell	7,897 -38	-0.5%	-$4.76K	0.36%	38
2025 Q3	$995K	Sell	7,935 -318	-4%	-$38.4K	0.38%	38
2025 Q2	$948K	Sell	8,253 -2,189	-21%	-$237K	0.54%	21
2025 Q1	$1.14M	Sell	10,442 -597	-5%	-$68.9K	0.53%	28
2024 Q4	$1.28M	Buy	+11,039	New	+$1.32M	0.57%	29

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

Potentia Wealth's FNX Position: Q2 2026 in Review

Potentia Wealth sold out of First Trust Mid Cap Core AlphaDEX Fund (FNX) in Q2 2026, closing a stake of 7,120 shares — an estimated $913K sold.

Potentia Wealth first reported a position in FNX in Q4 2024 and held it in 6 quarters. The position peaked at $1.28M in Q4 2024. 211 funds tracked by Wall St. Rank hold FNX as of Q2 2026.

Potentia Wealth reported no remaining First Trust Mid Cap Core AlphaDEX Fund position as of Q2 2026 after selling out during the quarter.
Potentia Wealth sold 7,120 First Trust Mid Cap Core AlphaDEX Fund shares in Q2 2026, an estimated $913K.
Potentia Wealth first reported a position in First Trust Mid Cap Core AlphaDEX Fund in Q4 2024 and held it in 6 quarters.
Potentia Wealth's First Trust Mid Cap Core AlphaDEX Fund position peaked at $1.28M in Q4 2024.
211 funds tracked by Wall St. Rank held First Trust Mid Cap Core AlphaDEX Fund as of Q2 2026.

Based on Potentia Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.