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Signature Estate & Investment Advisors’s First Trust Mid Cap Core AlphaDEX Fund FNX Stock Holding History

Signature Estate & Investment 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 		$222K Buy
+1,517
New +$210K ﹤0.01% 621

Other funds holding FNX

TCTWM
Three Cord True Wealth Management Beaver, Pennsylvania $210M AUM 21.9% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
PFA
Perryman Financial Advisory Dallas, Texas $751M AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Signature Estate & Investment Advisors's FNX Position: Q2 2026 in Review

Signature Estate & Investment Advisors opened a new position in First Trust Mid Cap Core AlphaDEX Fund (FNX) in Q2 2026: 1,517 shares worth $222K. The stake represents ﹤0.01% of the portfolio and ranks #621 among its holdings.

115 funds tracked by Wall St. Rank hold FNX as of Q2 2026.

  • Signature Estate & Investment Advisors held 1,517 shares of First Trust Mid Cap Core AlphaDEX Fund worth $222K as of Q2 2026.
  • First Trust Mid Cap Core AlphaDEX Fund was a new Signature Estate & Investment Advisors position in Q2 2026.
  • First Trust Mid Cap Core AlphaDEX Fund made up ﹤0.01% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #621 holding.
  • 115 funds tracked by Wall St. Rank held First Trust Mid Cap Core AlphaDEX Fund as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.