Quest 10 Wealth Builders’s First Trust Mid Cap Value AlphaDEX Fund FNK Stock Holding History

Quest 10 Wealth Builders’s Portfolio FNK Stock Details FNK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.07K	Hold	50	–	–	﹤0.01%	587
2026 Q1	$2.85K	Hold	50	–	–	﹤0.01%	590
2025 Q4	$2.78K	Hold	50	–	–	﹤0.01%	556
2025 Q3	$2.76K	Hold	50	–	–	﹤0.01%	579
2025 Q2	$2.59K	Hold	50	–	–	﹤0.01%	564
2025 Q1	$2.52K	Hold	50	–	–	﹤0.01%	548
2024 Q4	$2.68K	Buy	+50	New	+$2.75K	﹤0.01%	577

Other funds holding FNK

TIM

Total Investment Management Scottsdale, Arizona $948M AUM 17.6% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

KWM

Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Quest 10 Wealth Builders's FNK Position: Q2 2026 in Review

Quest 10 Wealth Builders held its First Trust Mid Cap Value AlphaDEX Fund (FNK) position steady in Q2 2026 at 50 shares worth $3.07K. The position accounts for ﹤0.01% of the portfolio, ranked #587.

Quest 10 Wealth Builders first reported a position in FNK in Q4 2024 and has held it in 7 quarters since. 58 funds tracked by Wall St. Rank hold FNK as of Q2 2026.

Quest 10 Wealth Builders held 50 shares of First Trust Mid Cap Value AlphaDEX Fund worth $3.07K as of Q2 2026.
Quest 10 Wealth Builders left its First Trust Mid Cap Value AlphaDEX Fund share count unchanged in Q2 2026.
First Trust Mid Cap Value AlphaDEX Fund made up ﹤0.01% of Quest 10 Wealth Builders's portfolio in Q2 2026, its #587 holding.
Quest 10 Wealth Builders first reported a position in First Trust Mid Cap Value AlphaDEX Fund in Q4 2024 and has held it in 7 quarters since.
58 funds tracked by Wall St. Rank held First Trust Mid Cap Value AlphaDEX Fund as of Q2 2026.

Based on Quest 10 Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.