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

Priebe Wealth Holdings’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
2025 Q2	$972K	Sell	8,459 -9,574	-53%	-$1.04M	0.84%	26
2025 Q1	$1.97M	Sell	18,033 -14,371	-44%	-$1.66M	1.23%	14
2024 Q4	$3.75M	Buy	32,404 +1,608	+5%	+$192K	2.54%	8
2024 Q3	$3.61M	Buy	30,796 +1,966	+7%	+$221K	2.63%	9
2024 Q2	$3.13M	Buy	28,830 +2,630	+10%	+$287K	2.48%	9
2024 Q1	$2.97M	Buy	26,200 +766	+3%	+$80.7K	2.32%	10
2023 Q4	$2.66M	Buy	+25,434	New	+$2.39M	2.18%	10

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

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

TCTWM

Three Cord True Wealth Management Beaver, Pennsylvania $180M AUM 19.5% 1-Year Est. Return

Priebe Wealth Holdings's FNX Position: Q2 2025 in Review

Priebe Wealth Holdings reduced its First Trust Mid Cap Core AlphaDEX Fund (FNX) stake by 53% in Q2 2025, selling an estimated $1.04M and leaving 8,459 shares worth $972K. The position accounts for 0.84% of the portfolio, ranked #26.

Priebe Wealth Holdings first reported a position in FNX in Q4 2023 and has held it in 7 quarters since. The position peaked at $3.75M in Q4 2024. 190 funds tracked by Wall St. Rank hold FNX as of Q2 2025.

Priebe Wealth Holdings held 8,459 shares of First Trust Mid Cap Core AlphaDEX Fund worth $972K as of Q2 2025.
Priebe Wealth Holdings sold 9,574 First Trust Mid Cap Core AlphaDEX Fund shares in Q2 2025, an estimated $1.04M.
First Trust Mid Cap Core AlphaDEX Fund made up 0.84% of Priebe Wealth Holdings's portfolio in Q2 2025, its #26 holding.
Priebe Wealth Holdings first reported a position in First Trust Mid Cap Core AlphaDEX Fund in Q4 2023 and has held it in 7 quarters since.
Priebe Wealth Holdings's First Trust Mid Cap Core AlphaDEX Fund position peaked at $3.75M in Q4 2024.
190 funds tracked by Wall St. Rank held First Trust Mid Cap Core AlphaDEX Fund as of Q2 2025.

Based on Priebe Wealth Holdings's 13F filing for Q2 2025, filed 25 Jul 2025.