Sanctuary Advisors’s First Trust Mid Cap Core AlphaDEX Fund FNX Stock Holding History

Sanctuary Advisors’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	$6.61M	Buy	45,154 +1,963	+5%	+$272K	0.03%	522
2026 Q1	$5.54M	Sell	43,191 -168	-0.4%	-$22.3K	0.03%	535
2025 Q4	$5.46M	Sell	43,359 -980	-2%	-$123K	0.03%	518
2025 Q3	$5.56M	Buy	44,339 +480	+1%	+$58K	0.03%	499
2025 Q2	$5.04M	Sell	43,859 -16,771	-28%	-$1.82M	0.03%	502
2025 Q1	$6.61M	Buy	60,630 +4,226	+7%	+$488K	0.05%	400
2024 Q4	$6.85M	Sell	56,404 -137	-0.2%	-$16.4K	0.04%	409
2024 Q3	$7.09M	Buy	56,541 +3,147	+6%	+$354K	0.04%	401
2024 Q2	$5.76M	Buy	+53,394	New	+$5.83M	0.04%	417

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

Sanctuary Advisors's FNX Position: Q2 2026 in Review

Sanctuary Advisors increased its First Trust Mid Cap Core AlphaDEX Fund (FNX) stake by 4.5% in Q2 2026, buying an estimated $272K and bringing the position to 45,154 shares worth $6.61M. The position accounts for 0.03% of the portfolio, ranked #522.

Sanctuary Advisors first reported a position in FNX in Q2 2024 and has held it in 9 quarters since. The position peaked at $7.09M in Q3 2024. 210 funds tracked by Wall St. Rank hold FNX as of Q2 2026.

Sanctuary Advisors held 45,154 shares of First Trust Mid Cap Core AlphaDEX Fund worth $6.61M as of Q2 2026.
Sanctuary Advisors bought 1,963 First Trust Mid Cap Core AlphaDEX Fund shares in Q2 2026, an estimated $272K.
First Trust Mid Cap Core AlphaDEX Fund made up 0.03% of Sanctuary Advisors's portfolio in Q2 2026, its #522 holding.
Sanctuary Advisors first reported a position in First Trust Mid Cap Core AlphaDEX Fund in Q2 2024 and has held it in 9 quarters since.
Sanctuary Advisors's First Trust Mid Cap Core AlphaDEX Fund position peaked at $7.09M in Q3 2024.
210 funds tracked by Wall St. Rank held First Trust Mid Cap Core AlphaDEX Fund as of Q2 2026.

Based on Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.