Sunbelt Securities’s First Trust Mid Cap Core AlphaDEX Fund FNX Stock Holding History

Sunbelt Securities’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	$26.5K	Buy	207 +1	+0.5%	+$133	﹤0.01%	1210
2025 Q4	$26K	Hold	206	–	–	﹤0.01%	1181
2025 Q3	$25.8K	Buy	206 +2	+1%	+$242	﹤0.01%	1190
2025 Q2	$23.7K	Sell	204 -1	-0.5%	-$108	﹤0.01%	1127
2025 Q1	$22.3K	Buy	205 +1	+0.5%	+$115	﹤0.01%	1100
2024 Q4	$23.5K	Hold	204	–	–	﹤0.01%	1130
2024 Q3	$23.9K	Buy	204 +2	+1%	+$225	﹤0.01%	1128
2024 Q2	$21.9K	Hold	202	–	–	﹤0.01%	1110
2024 Q1	$22.9K	Hold	202	–	–	﹤0.01%	1065
2023 Q4	$21.1K	Buy	202 +1	+0.5%	+$94	﹤0.01%	1016
2023 Q3	$18.5K	Hold	201	–	–	﹤0.01%	1033
2023 Q2	$19.3K	Buy	201 +2	+1%	+$180	﹤0.01%	1034
2023 Q1	$17.6K	Buy	+199	New	+$18.4K	﹤0.01%	990

Other funds holding FNX

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

Sunbelt Securities's FNX Position: Q1 2026 in Review

Sunbelt Securities increased its First Trust Mid Cap Core AlphaDEX Fund (FNX) stake by 0.49% in Q1 2026, buying an estimated $133 and bringing the position to 207 shares worth $26.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1210.

Sunbelt Securities first reported a position in FNX in Q1 2023 and has held it in 13 quarters since. 208 funds tracked by Wall St. Rank hold FNX as of Q1 2026.

Sunbelt Securities held 207 shares of First Trust Mid Cap Core AlphaDEX Fund worth $26.5K as of Q1 2026.
Sunbelt Securities bought 1 First Trust Mid Cap Core AlphaDEX Fund share in Q1 2026, an estimated $133.
First Trust Mid Cap Core AlphaDEX Fund made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1210 holding.
Sunbelt Securities first reported a position in First Trust Mid Cap Core AlphaDEX Fund in Q1 2023 and has held it in 13 quarters since.
208 funds tracked by Wall St. Rank held First Trust Mid Cap Core AlphaDEX Fund as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.