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 Q3	$3.06M	Buy	22,671 +38	+0.2%	+$5.44K	0.47%	58
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

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $73.6B AUM 18.65% 1-Year Est. Return

Three Cord True Wealth Management Beaver, Pennsylvania $214M AUM 14.18% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $7.73B AUM 29.41% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

Proactive Wealth Strategies's FNX Position: Q3 2026 in Review

Proactive Wealth Strategies increased its First Trust Mid Cap Core AlphaDEX Fund (FNX) stake by 0.17% in Q3 2026, buying an estimated $5.44K and bringing the position to 22,671 shares worth $3.06M. The position accounts for 0.47% of the portfolio, ranked #58.

Proactive Wealth Strategies first reported a position in FNX in Q3 2024 and has held it in 9 quarters since. The position peaked at $3.31M in Q2 2026. 180 funds tracked by Wall St. Rank hold FNX as of Q3 2026.

Proactive Wealth Strategies held 22,671 shares of First Trust Mid Cap Core AlphaDEX Fund worth $3.06M as of Q3 2026.
Proactive Wealth Strategies bought 38 First Trust Mid Cap Core AlphaDEX Fund shares in Q3 2026, an estimated $5.44K.
First Trust Mid Cap Core AlphaDEX Fund made up 0.47% of Proactive Wealth Strategies's portfolio in Q3 2026, its #58 holding.
Proactive Wealth Strategies first reported a position in First Trust Mid Cap Core AlphaDEX Fund in Q3 2024 and has held it in 9 quarters since.
Proactive Wealth Strategies's First Trust Mid Cap Core AlphaDEX Fund position peaked at $3.31M in Q2 2026.
180 funds tracked by Wall St. Rank held First Trust Mid Cap Core AlphaDEX Fund as of Q3 2026.

Based on Proactive Wealth Strategies's 13F filing for Q3 2026, filed 9 Nov 2026.