Smartleaf Asset Management’s First Trust Mid Cap Core AlphaDEX Fund FNX Stock Holding History

Smartleaf Asset Management’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	$14.7K	Hold	101	–	–	﹤0.01%	2172
2026 Q1	$12.6K	Hold	101	–	–	﹤0.01%	2204
2025 Q4	$12.8K	Hold	101	–	–	﹤0.01%	2276
2025 Q3	$12.6K	Hold	101	–	–	﹤0.01%	2012
2025 Q2	$11.6K	Hold	101	–	–	﹤0.01%	1779
2025 Q1	$10.9K	Hold	101	–	–	﹤0.01%	1893
2024 Q4	$11.7K	Hold	101	–	–	﹤0.01%	1932
2024 Q3	$11.8K	Hold	101	–	–	﹤0.01%	1659
2024 Q2	$10.9K	Hold	101	–	–	﹤0.01%	1366
2024 Q1	$11.4K	Hold	101	–	–	﹤0.01%	988
2023 Q4	$10.7K	Buy	+101	New	+$9.47K	﹤0.01%	761

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

Smartleaf Asset Management's FNX Position: Q2 2026 in Review

Smartleaf Asset Management held its First Trust Mid Cap Core AlphaDEX Fund (FNX) position steady in Q2 2026 at 101 shares worth $14.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2172.

Smartleaf Asset Management first reported a position in FNX in Q4 2023 and has held it in 11 quarters since. 210 funds tracked by Wall St. Rank hold FNX as of Q2 2026.

Smartleaf Asset Management held 101 shares of First Trust Mid Cap Core AlphaDEX Fund worth $14.7K as of Q2 2026.
Smartleaf Asset Management 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 Smartleaf Asset Management's portfolio in Q2 2026, its #2172 holding.
Smartleaf Asset Management first reported a position in First Trust Mid Cap Core AlphaDEX Fund in Q4 2023 and has held it in 11 quarters since.
210 funds tracked by Wall St. Rank held First Trust Mid Cap Core AlphaDEX Fund as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.