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Spire Wealth Management’s First Trust Mid Cap Core AlphaDEX Fund FNX Stock Holding History

Spire Wealth 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
2025
Q3 		– Sell
-6
Closed -$689 – 2398
2025
Q2 		$689 Sell
6
-1,062
-99% -$115K ﹤0.01% 2337
2025
Q1 		$116K Hold
1,068
– – ﹤0.01% 984
2024
Q4 		$124K Hold
1,068
– – ﹤0.01% 964
2024
Q3 		$125K Hold
1,068
– – ﹤0.01% 845
2024
Q2 		$116K Sell
1,068
-43
-4% -$4.69K ﹤0.01% 849
2024
Q1 		$126K Hold
1,111
– – ﹤0.01% 922
2023
Q4 		$113K Sell
1,111
-82
-7% -$7.69K ﹤0.01% 962
2023
Q3 		$110K Sell
1,193
-455
-28% -$43.9K ﹤0.01% 925
2023
Q2 		$159K Sell
1,648
-367
-18% -$33.1K 0.01% 798
2023
Q1 		$181K Buy
2,015
+1,438
+249% +$133K 0.01% 756
2022
Q4 		$51K Buy
577
+15
+3% +$1.32K ﹤0.01% 985
2022
Q3 		$45K Sell
562
-3,132
-85% -$279K ﹤0.01% 987
2022
Q2 		$309K Sell
3,694
-1,882
-34% -$173K 0.01% 624
2022
Q1 		$547K Sell
5,576
-9
-0.2% -$878 0.01% 546
2021
Q4 		$574K Sell
5,585
-1,586
-22% -$162K 0.01% 646
2021
Q3 		$701K Buy
7,171
+3,051
+74% +$304K 0.02% 498
2021
Q2 		$412K Buy
4,120
+840
+26% +$82.4K 0.01% 670
2021
Q1 		$308K Buy
+3,280
New +$298K 0.01% 848

Other funds holding FNX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
TCTWM
Three Cord True Wealth Management Beaver, Pennsylvania $180M AUM 19.5% 1-Year Est. Return

Spire Wealth Management's FNX Position: Q3 2025 in Review

Spire Wealth Management sold out of First Trust Mid Cap Core AlphaDEX Fund (FNX) in Q3 2025, closing a stake of 6 shares — an estimated $689 sold.

Spire Wealth Management first reported a position in FNX in Q1 2021 and held it in 18 quarters. The position peaked at $701K in Q3 2021. 188 funds tracked by Wall St. Rank hold FNX as of Q3 2025.

  • Spire Wealth Management reported no remaining First Trust Mid Cap Core AlphaDEX Fund position as of Q3 2025 after selling out during the quarter.
  • Spire Wealth Management sold 6 First Trust Mid Cap Core AlphaDEX Fund shares in Q3 2025, an estimated $689.
  • Spire Wealth Management first reported a position in First Trust Mid Cap Core AlphaDEX Fund in Q1 2021 and held it in 18 quarters.
  • Spire Wealth Management's First Trust Mid Cap Core AlphaDEX Fund position peaked at $701K in Q3 2021.
  • 188 funds tracked by Wall St. Rank held First Trust Mid Cap Core AlphaDEX Fund as of Q3 2025.

Based on Spire Wealth Management's 13F filing for Q3 2025, filed 23 Oct 2025.