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 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 $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 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: Q1 2026 in Review

Potentia Wealth reduced its First Trust Mid Cap Core AlphaDEX Fund (FNX) stake by 9.8% in Q1 2026, selling an estimated $103K and leaving 7,120 shares worth $913K. The position accounts for 0.35% of the portfolio, ranked #39.

Potentia Wealth first reported a position in FNX in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.28M in Q4 2024. 208 funds tracked by Wall St. Rank hold FNX as of Q1 2026.

Potentia Wealth held 7,120 shares of First Trust Mid Cap Core AlphaDEX Fund worth $913K as of Q1 2026.
Potentia Wealth sold 777 First Trust Mid Cap Core AlphaDEX Fund shares in Q1 2026, an estimated $103K.
First Trust Mid Cap Core AlphaDEX Fund made up 0.35% of Potentia Wealth's portfolio in Q1 2026, its #39 holding.
Potentia Wealth first reported a position in First Trust Mid Cap Core AlphaDEX Fund in Q4 2024 and has held it in 6 quarters since.
Potentia Wealth's First Trust Mid Cap Core AlphaDEX Fund position peaked at $1.28M in Q4 2024.
208 funds tracked by Wall St. Rank held First Trust Mid Cap Core AlphaDEX Fund as of Q1 2026.

Based on Potentia Wealth's 13F filing for Q1 2026, filed 11 May 2026.