Q1WB
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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
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 $858M AUM 9.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Quest 10 Wealth Builders's FNK Position: Q1 2026 in Review

Quest 10 Wealth Builders held its First Trust Mid Cap Value AlphaDEX Fund (FNK) position steady in Q1 2026 at 50 shares worth $2.85K. The position accounts for ﹤0.01% of the portfolio, ranked #590.

Quest 10 Wealth Builders first reported a position in FNK in Q4 2024 and has held it in 6 quarters since. 59 funds tracked by Wall St. Rank hold FNK as of Q1 2026.

  • Quest 10 Wealth Builders held 50 shares of First Trust Mid Cap Value AlphaDEX Fund worth $2.85K as of Q1 2026.
  • Quest 10 Wealth Builders left its First Trust Mid Cap Value AlphaDEX Fund share count unchanged in Q1 2026.
  • First Trust Mid Cap Value AlphaDEX Fund made up ﹤0.01% of Quest 10 Wealth Builders's portfolio in Q1 2026, its #590 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 6 quarters since.
  • 59 funds tracked by Wall St. Rank held First Trust Mid Cap Value AlphaDEX Fund as of Q1 2026.

Based on Quest 10 Wealth Builders's 13F filing for Q1 2026, filed 6 May 2026.