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

StoneX Group’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 		$280K Sell
2,185
-521
-19% -$69.1K 0.02% 600
2025
Q4 		$341K Sell
2,706
-66
-2% -$8.27K 0.01% 649
2025
Q3 		$348K Buy
2,772
+47
+2% +$5.68K 0.02% 646
2025
Q2 		$313K Sell
2,725
-59
-2% -$6.4K 0.02% 646
2025
Q1 		$303K Sell
2,784
-82
-3% -$9.47K 0.02% 632
2024
Q4 		$332K Sell
2,866
-932
-25% -$112K 0.02% 575
2024
Q3 		$445K Sell
3,798
-1,771
-32% -$199K 0.2% 141
2024
Q2 		$604K Sell
5,569
-1,405
-20% -$153K 0.28% 87
2024
Q1 		$791K Sell
6,974
-1,508
-18% -$159K 0.41% 56
2023
Q4 		$887K Buy
8,482
+596
+8% +$55.9K 0.47% 44
2023
Q3 		$726K Buy
+7,886
New +$762K 0.4% 59
2023
Q1 		– Sell
-4,347
Closed -$382K – 532
2022
Q4 		$382K Sell
4,347
-311
-7% -$27.4K 0.06% 263
2022
Q3 		$374K Sell
4,658
-381
-8% -$33.9K 0.07% 187
2022
Q2 		$422K Sell
5,039
-378
-7% -$34.7K 0.07% 195
2022
Q1 		$532K Buy
5,417
+1,350
+33% +$132K 0.05% 299
2021
Q4 		$418K Buy
4,067
+310
+8% +$31.7K 0.05% 328
2021
Q3 		$367K Sell
3,757
-2
-0.1% -$199 0.05% 312
2021
Q2 		$376K Buy
+3,759
New +$369K 0.06% 301
2020
Q1 		– Sell
-3,849
Closed -$279K – 269
2019
Q4 		$279K Buy
+3,849
New +$269K 0.11% 222
2019
Q3 		– Sell
-4,127
Closed -$284K – 266
2019
Q2 		$284K Sell
4,127
-681
-14% -$46.3K 0.18% 175
2019
Q1 		$322K Sell
4,808
-399
-8% -$26.1K 0.25% 140
2018
Q4 		$301K Sell
5,207
-425
-8% -$27.2K 0.29% 134
2018
Q3 		$403K Sell
5,632
-1,736
-24% -$123K 0.3% 117
2018
Q2 		$504K Buy
7,368
+567
+8% +$38.3K 0.43% 80
2018
Q1 		$445K Buy
6,801
+2,751
+68% +$183K 0.43% 81
2017
Q4 		$266K Buy
4,050
+210
+5% +$13.4K 0.28% 152
2017
Q3 		$238K Buy
+3,840
New +$229K 0.3% 140

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
TCTWM
Three Cord True Wealth Management Beaver, Pennsylvania $180M AUM 19.5% 1-Year Est. Return

StoneX Group's FNX Position: Q1 2026 in Review

StoneX Group reduced its First Trust Mid Cap Core AlphaDEX Fund (FNX) stake by 19% in Q1 2026, selling an estimated $69.1K and leaving 2,185 shares worth $280K. The position accounts for 0.02% of the portfolio, ranked #600.

StoneX Group first reported a position in FNX in Q3 2017 and has held it in 27 quarters since. The position peaked at $887K in Q4 2023. 208 funds tracked by Wall St. Rank hold FNX as of Q1 2026.

  • StoneX Group held 2,185 shares of First Trust Mid Cap Core AlphaDEX Fund worth $280K as of Q1 2026.
  • StoneX Group sold 521 First Trust Mid Cap Core AlphaDEX Fund shares in Q1 2026, an estimated $69.1K.
  • First Trust Mid Cap Core AlphaDEX Fund made up 0.02% of StoneX Group's portfolio in Q1 2026, its #600 holding.
  • StoneX Group first reported a position in First Trust Mid Cap Core AlphaDEX Fund in Q3 2017 and has held it in 27 quarters since.
  • StoneX Group's First Trust Mid Cap Core AlphaDEX Fund position peaked at $887K in Q4 2023.
  • 208 funds tracked by Wall St. Rank held First Trust Mid Cap Core AlphaDEX Fund as of Q1 2026.

Based on StoneX Group's 13F filing for Q1 2026, filed 14 May 2026.