Sound Income Strategies’s First Trust Mid Cap Core AlphaDEX Fund FNX Stock Holding History

Sound Income Strategies’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	$203K	Hold	1,385	–	–	0.01%	470
2026 Q1	$179K	Hold	1,385	–	–	0.01%	449
2025 Q4	$186K	Buy	+1,385	New	+$173K	0.01%	435
2025 Q3	–	Hold	0	–	–	–	1695
2025 Q2	–	Sell	-85	Closed	-$9.26K	–	1645
2025 Q1	$9.26K	Hold	85	–	–	﹤0.01%	921
2024 Q4	$9.84K	Hold	85	–	–	﹤0.01%	843
2024 Q3	$9.96K	Hold	85	–	–	﹤0.01%	795
2024 Q2	$9.22K	Buy	85 +75	+750%	+$8.18K	﹤0.01%	792
2024 Q1	$1.13K	Buy	+10	New	+$1.05K	﹤0.01%	1156
2023 Q3	–	Sell	-33	Closed	-$3.19K	–	1184
2023 Q2	$3.19K	Buy	+33	New	+$2.97K	﹤0.01%	821

Other funds holding FNX

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

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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

KAS

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

PFA

Perryman Financial Advisory Dallas, Texas $751M AUM

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

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

Sound Income Strategies held its First Trust Mid Cap Core AlphaDEX Fund (FNX) position steady in Q2 2026 at 1,385 shares worth $203K. The position accounts for 0.01% of the portfolio, ranked #470.

Sound Income Strategies first reported a position in FNX in Q2 2023 and has held it in 9 quarters since. 158 funds tracked by Wall St. Rank hold FNX as of Q2 2026.

Sound Income Strategies held 1,385 shares of First Trust Mid Cap Core AlphaDEX Fund worth $203K as of Q2 2026.
Sound Income Strategies 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 Sound Income Strategies's portfolio in Q2 2026, its #470 holding.
Sound Income Strategies first reported a position in First Trust Mid Cap Core AlphaDEX Fund in Q2 2023 and has held it in 9 quarters since.
158 funds tracked by Wall St. Rank held First Trust Mid Cap Core AlphaDEX Fund as of Q2 2026.

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