Solutions 4 Wealth’s First Trust Mid Cap Core AlphaDEX Fund FNX Stock Holding History

Solutions 4 Wealth’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	$3.17M	Sell	21,656 -591	-3%	-$81.9K	4.09%	8
2026 Q1	$2.85M	Sell	22,247 -82	-0.4%	-$10.9K	4.29%	6
2025 Q4	$2.81M	Sell	22,329 -84	-0.4%	-$10.5K	4.25%	6
2025 Q3	$2.81M	Buy	22,413 +9	+0%	+$1.09K	4.36%	6
2025 Q2	$2.57M	Buy	22,404 +1,052	+5%	+$114K	4.29%	5
2025 Q1	$2.33M	Sell	21,352 -76	-0.4%	-$8.78K	4.11%	6
2024 Q4	$2.48M	Buy	21,428 +20	+0.1%	+$2.39K	4.49%	6
2024 Q3	$2.51M	Buy	21,408 +19	+0.1%	+$2.14K	4.9%	4
2024 Q2	$2.32M	Sell	21,389 -26	-0.1%	-$2.84K	5.26%	5
2024 Q1	$2.43M	Buy	21,415 +26	+0.1%	+$2.74K	6.82%	4
2023 Q4	$2.23M	Buy	+21,389	New	+$2.01M	7.29%	5

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

Solutions 4 Wealth's FNX Position: Q2 2026 in Review

Solutions 4 Wealth reduced its First Trust Mid Cap Core AlphaDEX Fund (FNX) stake by 2.7% in Q2 2026, selling an estimated $81.9K and leaving 21,656 shares worth $3.17M. The position accounts for 4.09% of the portfolio, ranked #8.

Solutions 4 Wealth 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.

Solutions 4 Wealth held 21,656 shares of First Trust Mid Cap Core AlphaDEX Fund worth $3.17M as of Q2 2026.
Solutions 4 Wealth sold 591 First Trust Mid Cap Core AlphaDEX Fund shares in Q2 2026, an estimated $81.9K.
First Trust Mid Cap Core AlphaDEX Fund made up 4.09% of Solutions 4 Wealth's portfolio in Q2 2026, its #8 holding.
Solutions 4 Wealth 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 Solutions 4 Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.