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

Smithfield Trust’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 Q1	–	Sell	-50	Closed	-$6K	–	1091
2025 Q4	$6K	Buy	+50	New	+$6.26K	﹤0.01%	959

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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

Smithfield Trust's FNX Position: Q1 2026 in Review

Smithfield Trust sold out of First Trust Mid Cap Core AlphaDEX Fund (FNX) in Q1 2026, closing a stake of 50 shares — an estimated $6K sold.

Smithfield Trust first reported a position in FNX in Q4 2025 and held it in 1 quarter. The position peaked at $6K in Q4 2025. 208 funds tracked by Wall St. Rank hold FNX as of Q1 2026.

Smithfield Trust reported no remaining First Trust Mid Cap Core AlphaDEX Fund position as of Q1 2026 after selling out during the quarter.
Smithfield Trust sold 50 First Trust Mid Cap Core AlphaDEX Fund shares in Q1 2026, an estimated $6K.
Smithfield Trust first reported a position in First Trust Mid Cap Core AlphaDEX Fund in Q4 2025 and held it in 1 quarter.
Smithfield Trust's First Trust Mid Cap Core AlphaDEX Fund position peaked at $6K in Q4 2025.
208 funds tracked by Wall St. Rank held First Trust Mid Cap Core AlphaDEX Fund as of Q1 2026.

Based on Smithfield Trust's 13F filing for Q1 2026, filed 8 May 2026.