SG
FNX icon

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
Q2 		$221K Sell
1,513
-672
-31% -$93.1K 0.01% 1037
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 0.03% 381
2024
Q2 		$604K Sell
5,569
-1,405
-20% -$153K 0.05% 297
2024
Q1 		$791K Sell
6,974
-1,508
-18% -$159K 0.07% 236
2023
Q4 		$887K Buy
8,482
+596
+8% +$55.9K 0.09% 197
2023
Q3 		$726K Sell
7,886
-2,362
-23% -$228K 0.08% 222
2023
Q2 		$987K Sell
10,248
-557
-5% -$50.2K 0.1% 176
2023
Q1 		$972K Buy
10,805
+6,458
+149% +$598K 0.11% 170
2022
Q4 		$382K Sell
4,347
-311
-7% -$27.4K 0.05% 342
2022
Q3 		$374K Sell
4,658
-381
-8% -$33.9K 0.05% 324
2022
Q2 		$422K Sell
5,039
-378
-7% -$34.7K 0.05% 329
2022
Q1 		$532K Buy
5,417
+1,350
+33% +$132K 0.04% 342
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 $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Baird Financial Group
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

StoneX Group's FNX Position: Q2 2026 in Review

StoneX Group reduced its First Trust Mid Cap Core AlphaDEX Fund (FNX) stake by 31% in Q2 2026, selling an estimated $93.1K and leaving 1,513 shares worth $221K. The position accounts for 0.01% of the portfolio, ranked #1037.

StoneX Group first reported a position in FNX in Q3 2017 and has held it in 30 quarters since. The position peaked at $987K in Q2 2023. 210 funds tracked by Wall St. Rank hold FNX as of Q2 2026.

  • StoneX Group held 1,513 shares of First Trust Mid Cap Core AlphaDEX Fund worth $221K as of Q2 2026.
  • StoneX Group sold 672 First Trust Mid Cap Core AlphaDEX Fund shares in Q2 2026, an estimated $93.1K.
  • First Trust Mid Cap Core AlphaDEX Fund made up 0.01% of StoneX Group's portfolio in Q2 2026, its #1037 holding.
  • StoneX Group first reported a position in First Trust Mid Cap Core AlphaDEX Fund in Q3 2017 and has held it in 30 quarters since.
  • StoneX Group's First Trust Mid Cap Core AlphaDEX Fund position peaked at $987K in Q2 2023.
  • 210 funds tracked by Wall St. Rank held First Trust Mid Cap Core AlphaDEX Fund as of Q2 2026.

Based on StoneX Group's 13F filing for Q2 2026, filed 12 Aug 2026.