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

Proactive Wealth Strategies’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	$3.31M	Buy	22,633 +41	+0.2%	+$5.68K	0.53%	54
2026 Q1	$2.9M	Buy	22,592 +10,821	+92%	+$1.43M	0.54%	51
2025 Q4	$1.48M	Sell	11,771 -312	-3%	-$39.1K	0.59%	52
2025 Q3	$1.52M	Sell	12,083 -143	-1%	-$17.3K	0.65%	53
2025 Q2	$1.4M	Buy	12,226 +28	+0.2%	+$3.04K	0.66%	52
2025 Q1	$1.33M	Sell	12,198 -608	-5%	-$70.2K	0.71%	48
2024 Q4	$1.48M	Buy	12,806 +10	+0.1%	+$1.2K	0.77%	42
2024 Q3	$1.5M	Buy	+12,796	New	+$1.44M	0.83%	40

Other funds holding FNX

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

TCTWM

Three Cord True Wealth Management Beaver, Pennsylvania $210M AUM 21.9% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

PFA

Perryman Financial Advisory Dallas, Texas $751M AUM

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

KPWS

Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Proactive Wealth Strategies's FNX Position: Q2 2026 in Review

Proactive Wealth Strategies increased its First Trust Mid Cap Core AlphaDEX Fund (FNX) stake by 0.18% in Q2 2026, buying an estimated $5.68K and bringing the position to 22,633 shares worth $3.31M. The position accounts for 0.53% of the portfolio, ranked #54.

Proactive Wealth Strategies first reported a position in FNX in Q3 2024 and has held it in 8 quarters since. 135 funds tracked by Wall St. Rank hold FNX as of Q2 2026.

Proactive Wealth Strategies held 22,633 shares of First Trust Mid Cap Core AlphaDEX Fund worth $3.31M as of Q2 2026.
Proactive Wealth Strategies bought 41 First Trust Mid Cap Core AlphaDEX Fund shares in Q2 2026, an estimated $5.68K.
First Trust Mid Cap Core AlphaDEX Fund made up 0.53% of Proactive Wealth Strategies's portfolio in Q2 2026, its #54 holding.
Proactive Wealth Strategies first reported a position in First Trust Mid Cap Core AlphaDEX Fund in Q3 2024 and has held it in 8 quarters since.
135 funds tracked by Wall St. Rank held First Trust Mid Cap Core AlphaDEX Fund as of Q2 2026.

Based on Proactive Wealth Strategies's 13F filing for Q2 2026, filed 10 Aug 2026.