Purus Wealth Management’s First Trust Mid Cap Core AlphaDEX Fund FNX Stock Holding History

Purus Wealth Management’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	$2.1M	Buy	15,535 +3,286	+27%	+$470K	0.57%	37
2026 Q2	$1.79M	Buy	12,249 +5,178	+73%	+$718K	0.49%	46
2026 Q1	$907K	Buy	7,071 +5,174	+273%	+$686K	0.29%	65
2025 Q4	$239K	Buy	+1,897	New	+$238K	0.07%	130

Other funds holding FNX

Perryman Financial Advisory Dallas, Texas $791M AUM 21.08% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Kaydan Wealth Management Fenton, Michigan $291M AUM 15.62% 1-Year Est. Return

Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

SEP

Southland Equity Partners Wildwood, Missouri $583M AUM 16.78% 1-Year Est. Return

Catalyst Investment Management Windham, New Hampshire $113M AUM 13.48% 1-Year Est. Return

Purus Wealth Management's FNX Position: Q3 2026 in Review

Purus Wealth Management increased its First Trust Mid Cap Core AlphaDEX Fund (FNX) stake by 27% in Q3 2026, buying an estimated $470K and bringing the position to 15,535 shares worth $2.1M. The position accounts for 0.57% of the portfolio, ranked #37.

Purus Wealth Management first reported a position in FNX in Q4 2025 and has held it in 4 quarters since. 37 funds tracked by Wall St. Rank hold FNX as of Q3 2026.

Purus Wealth Management held 15,535 shares of First Trust Mid Cap Core AlphaDEX Fund worth $2.1M as of Q3 2026.
Purus Wealth Management bought 3,286 First Trust Mid Cap Core AlphaDEX Fund shares in Q3 2026, an estimated $470K.
First Trust Mid Cap Core AlphaDEX Fund made up 0.57% of Purus Wealth Management's portfolio in Q3 2026, its #37 holding.
Purus Wealth Management first reported a position in First Trust Mid Cap Core AlphaDEX Fund in Q4 2025 and has held it in 4 quarters since.
37 funds tracked by Wall St. Rank held First Trust Mid Cap Core AlphaDEX Fund as of Q3 2026.

Based on Purus Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.