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Silver Grove Financial Group’s First Trust Mid Cap Core AlphaDEX Fund FNX Stock Holding History

Silver Grove Financial Group’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 		– Sell
-74
Closed -$9.49K – 2457
2026
Q1 		$9.49K Buy
+74
New +$9.81K 0.01% 319

Other funds holding FNX

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Baird Financial Group
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

Silver Grove Financial Group's FNX Position: Q2 2026 in Review

Silver Grove Financial Group sold out of First Trust Mid Cap Core AlphaDEX Fund (FNX) in Q2 2026, closing a stake of 74 shares — an estimated $9.49K sold.

Silver Grove Financial Group first reported a position in FNX in Q1 2026 and held it in 1 quarter. The position peaked at $9.49K in Q1 2026. 210 funds tracked by Wall St. Rank hold FNX as of Q2 2026.

  • Silver Grove Financial Group reported no remaining First Trust Mid Cap Core AlphaDEX Fund position as of Q2 2026 after selling out during the quarter.
  • Silver Grove Financial Group sold 74 First Trust Mid Cap Core AlphaDEX Fund shares in Q2 2026, an estimated $9.49K.
  • Silver Grove Financial Group first reported a position in First Trust Mid Cap Core AlphaDEX Fund in Q1 2026 and held it in 1 quarter.
  • Silver Grove Financial Group's First Trust Mid Cap Core AlphaDEX Fund position peaked at $9.49K in Q1 2026.
  • 210 funds tracked by Wall St. Rank held First Trust Mid Cap Core AlphaDEX Fund as of Q2 2026.

Based on Silver Grove Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.