Sound Income Strategies’s First Trust Mid Cap Value AlphaDEX Fund FNK Stock Holding History

Sound Income Strategies’s Portfolio FNK Stock Details FNK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-984	Closed	-$56.2K	–	1151
2026 Q1	$56.2K	Hold	984	–	–	﹤0.01%	780
2025 Q4	$57.7K	Buy	+984	New	+$53.9K	﹤0.01%	741
2024 Q1	–	Sell	-1,006	Closed	-$51.3K	–	1388
2023 Q4	$51.3K	Buy	+1,006	New	+$46K	﹤0.01%	400

Other funds holding FNK

TIM

Total Investment Management Scottsdale, Arizona $948M AUM 17.6% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AWAG

ARS Wealth Advisors Group St. Petersburg, Florida $1.28B AUM 24.51% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

LFAS

Level Four Advisory Services Dallas, Texas $3.54B AUM 37.12% 1-Year Est. Return

Sound Income Strategies's FNK Position: Q2 2026 in Review

Sound Income Strategies sold out of First Trust Mid Cap Value AlphaDEX Fund (FNK) in Q2 2026, closing a stake of 984 shares — an estimated $56.2K sold.

Sound Income Strategies first reported a position in FNK in Q4 2023 and held it in 3 quarters. The position peaked at $57.7K in Q4 2025. 39 funds tracked by Wall St. Rank hold FNK as of Q2 2026.

Sound Income Strategies reported no remaining First Trust Mid Cap Value AlphaDEX Fund position as of Q2 2026 after selling out during the quarter.
Sound Income Strategies sold 984 First Trust Mid Cap Value AlphaDEX Fund shares in Q2 2026, an estimated $56.2K.
Sound Income Strategies first reported a position in First Trust Mid Cap Value AlphaDEX Fund in Q4 2023 and held it in 3 quarters.
Sound Income Strategies's First Trust Mid Cap Value AlphaDEX Fund position peaked at $57.7K in Q4 2025.
39 funds tracked by Wall St. Rank held First Trust Mid Cap Value AlphaDEX Fund as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.