Salomon & Ludwin’s First Trust Mid Cap Core AlphaDEX Fund FNX Stock Holding History

Salomon & Ludwin’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 Q2	$13K	Hold	90	–	–	﹤0.01%	1458
2026 Q1	$11.6K	Hold	90	–	–	﹤0.01%	1445
2025 Q4	$11.7K	Hold	90	–	–	﹤0.01%	1339
2025 Q3	$11.4K	Hold	90	–	–	﹤0.01%	1207
2025 Q2	$10.6K	Hold	90	–	–	﹤0.01%	476
2025 Q1	$9.81K	Hold	90	–	–	﹤0.01%	454
2024 Q4	$10.4K	Hold	90	–	–	﹤0.01%	438
2024 Q3	$10.5K	Hold	90	–	–	﹤0.01%	446
2024 Q2	$9.77K	Hold	90	–	–	﹤0.01%	451
2024 Q1	$10.2K	Buy	+90	New	+$9.48K	﹤0.01%	554

Other funds holding FNX

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

TCTWM

Three Cord True Wealth Management Beaver, Pennsylvania $210M AUM 21.9% 1-Year Est. Return

Salomon & Ludwin's FNX Position: Q2 2026 in Review

Salomon & Ludwin held its First Trust Mid Cap Core AlphaDEX Fund (FNX) position steady in Q2 2026 at 90 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #1458.

Salomon & Ludwin first reported a position in FNX in Q1 2024 and has held it in 10 quarters since. 210 funds tracked by Wall St. Rank hold FNX as of Q2 2026.

Salomon & Ludwin held 90 shares of First Trust Mid Cap Core AlphaDEX Fund worth $13K as of Q2 2026.
Salomon & Ludwin left its First Trust Mid Cap Core AlphaDEX Fund share count unchanged in Q2 2026.
First Trust Mid Cap Core AlphaDEX Fund made up ﹤0.01% of Salomon & Ludwin's portfolio in Q2 2026, its #1458 holding.
Salomon & Ludwin first reported a position in First Trust Mid Cap Core AlphaDEX Fund in Q1 2024 and has held it in 10 quarters since.
210 funds tracked by Wall St. Rank held First Trust Mid Cap Core AlphaDEX Fund as of Q2 2026.

Based on Salomon & Ludwin's 13F filing for Q2 2026, filed 7 Aug 2026.