SJS Investment Consulting
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SJS Investment Consulting’s First Trust Mid Cap Core AlphaDEX Fund FNX Stock Holding History

SJS Investment Consulting’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
Q3 		$11.7K Hold
87
– – ﹤0.01% 1254
2026
Q2 		$12.7K Hold
87
– – ﹤0.01% 981
2026
Q1 		$11.2K Buy
+87
New +$11.5K ﹤0.01% 810

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D.A. Davidson & Co
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FSM Wealth Advisors
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Wealth Enhancement Advisory Services
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Purus Wealth Management
Purus Wealth Management Newport Beach, California $366M AUM 31.29% 1-Year Est. Return
Oppenheimer & Co
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Kaydan Wealth Management
Kaydan Wealth Management Fenton, Michigan $291M AUM 15.62% 1-Year Est. Return

SJS Investment Consulting's FNX Position: Q3 2026 in Review

SJS Investment Consulting held its First Trust Mid Cap Core AlphaDEX Fund (FNX) position steady in Q3 2026 at 87 shares worth $11.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1254.

SJS Investment Consulting first reported a position in FNX in Q1 2026 and has held it in 3 quarters since. The position peaked at $12.7K in Q2 2026. 62 funds tracked by Wall St. Rank hold FNX as of Q3 2026.

  • SJS Investment Consulting held 87 shares of First Trust Mid Cap Core AlphaDEX Fund worth $11.7K as of Q3 2026.
  • SJS Investment Consulting left its First Trust Mid Cap Core AlphaDEX Fund share count unchanged in Q3 2026.
  • First Trust Mid Cap Core AlphaDEX Fund made up ﹤0.01% of SJS Investment Consulting's portfolio in Q3 2026, its #1254 holding.
  • SJS Investment Consulting first reported a position in First Trust Mid Cap Core AlphaDEX Fund in Q1 2026 and has held it in 3 quarters since.
  • SJS Investment Consulting's First Trust Mid Cap Core AlphaDEX Fund position peaked at $12.7K in Q2 2026.
  • 62 funds tracked by Wall St. Rank held First Trust Mid Cap Core AlphaDEX Fund as of Q3 2026.

Based on SJS Investment Consulting's 13F filing for Q3 2026, filed 26 Oct 2026.