Russell Investments Group’s First Trust Mid Cap Value AlphaDEX Fund FNK Stock Holding History

Russell Investments Group’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	$1.37K	Hold	24	–	–	﹤0.01%	4034
2025 Q4	$1.34K	Hold	24	–	–	﹤0.01%	4033
2025 Q3	$1.33K	Hold	24	–	–	﹤0.01%	4033
2025 Q2	$1.24K	Hold	24	–	–	﹤0.01%	3648
2025 Q1	$1.21K	Hold	24	–	–	﹤0.01%	3576
2024 Q4	$1.28K	Buy	+24	New	+$1.32K	﹤0.01%	3504

Other funds holding FNK

TIM

Total Investment Management Scottsdale, Arizona $858M AUM 9.96% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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 St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Russell Investments Group's FNK Position: Q1 2026 in Review

Russell Investments Group held its First Trust Mid Cap Value AlphaDEX Fund (FNK) position steady in Q1 2026 at 24 shares worth $1.37K. The position accounts for ﹤0.01% of the portfolio, ranked #4034.

Russell Investments Group 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.

Russell Investments Group held 24 shares of First Trust Mid Cap Value AlphaDEX Fund worth $1.37K as of Q1 2026.
Russell Investments Group 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 Russell Investments Group's portfolio in Q1 2026, its #4034 holding.
Russell Investments Group 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 Russell Investments Group's 13F filing for Q1 2026, filed 8 May 2026.