PSI Advisors’s First Trust Mid Cap Core AlphaDEX Fund FNX Stock Holding History

PSI Advisors’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 Q1	–	Sell	-464	Closed	-$53.6K	–	810
2024 Q4	$53.6K	Buy	464 +2	+0.4%	+$239	0.02%	260
2024 Q3	$54.1K	Buy	462 +2	+0.4%	+$225	0.02%	263
2024 Q2	$49.9K	Buy	460 +2	+0.4%	+$218	0.02%	258
2024 Q1	$51.9K	Sell	458 -396	-46%	-$41.7K	0.02%	246
2023 Q4	$89.2K	Hold	854	–	–	0.03%	196
2023 Q3	$78.7K	Buy	854 +2	+0.2%	+$193	0.03%	201
2023 Q2	$82K	Buy	+852	New	+$76.7K	0.04%	191

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

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 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

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

PSI Advisors's FNX Position: Q1 2025 in Review

PSI Advisors sold out of First Trust Mid Cap Core AlphaDEX Fund (FNX) in Q1 2025, closing a stake of 464 shares — an estimated $53.6K sold.

PSI Advisors first reported a position in FNX in Q2 2023 and held it in 7 quarters. The position peaked at $89.2K in Q4 2023. 180 funds tracked by Wall St. Rank hold FNX as of Q1 2025.

PSI Advisors reported no remaining First Trust Mid Cap Core AlphaDEX Fund position as of Q1 2025 after selling out during the quarter.
PSI Advisors sold 464 First Trust Mid Cap Core AlphaDEX Fund shares in Q1 2025, an estimated $53.6K.
PSI Advisors first reported a position in First Trust Mid Cap Core AlphaDEX Fund in Q2 2023 and held it in 7 quarters.
PSI Advisors's First Trust Mid Cap Core AlphaDEX Fund position peaked at $89.2K in Q4 2023.
180 funds tracked by Wall St. Rank held First Trust Mid Cap Core AlphaDEX Fund as of Q1 2025.

Based on PSI Advisors's 13F filing for Q1 2025, filed 21 Apr 2025.