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

Pure Financial 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
Q4 		– Sell
-2,062
Closed -$259K – 547
2025
Q3 		$259K Sell
2,062
-43
-2% -$5.2K ﹤0.01% 429
2025
Q2 		$242K Buy
2,105
+43
+2% +$4.66K ﹤0.01% 422
2025
Q1 		$225K Hold
2,062
– – ﹤0.01% 358
2024
Q4 		$239K Buy
+2,062
New +$247K 0.01% 312

Other funds holding FNX

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TCTWM
Three Cord True Wealth Management Beaver, Pennsylvania $210M AUM 21.9% 1-Year Est. Return

Pure Financial Advisors's FNX Position: Q4 2025 in Review

Pure Financial Advisors sold out of First Trust Mid Cap Core AlphaDEX Fund (FNX) in Q4 2025, closing a stake of 2,062 shares — an estimated $259K sold.

Pure Financial Advisors first reported a position in FNX in Q4 2024 and held it in 4 quarters. The position peaked at $259K in Q3 2025. 196 funds tracked by Wall St. Rank hold FNX as of Q4 2025.

  • Pure Financial Advisors reported no remaining First Trust Mid Cap Core AlphaDEX Fund position as of Q4 2025 after selling out during the quarter.
  • Pure Financial Advisors sold 2,062 First Trust Mid Cap Core AlphaDEX Fund shares in Q4 2025, an estimated $259K.
  • Pure Financial Advisors first reported a position in First Trust Mid Cap Core AlphaDEX Fund in Q4 2024 and held it in 4 quarters.
  • Pure Financial Advisors's First Trust Mid Cap Core AlphaDEX Fund position peaked at $259K in Q3 2025.
  • 196 funds tracked by Wall St. Rank held First Trust Mid Cap Core AlphaDEX Fund as of Q4 2025.

Based on Pure Financial Advisors's 13F filing for Q4 2025, filed 4 Feb 2026.