Three Cord True Wealth Management’s First Trust Mid Cap Core AlphaDEX Fund FNX Stock Holding History

Three Cord True 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
2026 Q2	$21.2M	Buy	144,922 +8,144	+6%	+$1.13M	10.09%	4
2026 Q1	$17.5M	Buy	136,778 +6,660	+5%	+$883K	9.75%	5
2025 Q4	$16.4M	Buy	130,118 +10,505	+9%	+$1.32M	9.53%	5
2025 Q3	$15M	Buy	119,613 +2,755	+2%	+$333K	10.15%	5
2025 Q2	$13.4M	Buy	116,858 +5,532	+5%	+$600K	10.02%	5
2025 Q1	$12.1M	Buy	111,326 +4,246	+4%	+$490K	10.4%	5
2024 Q4	$12.4M	Buy	+107,080	New	+$12.8M	10.72%	5

Other funds holding FNX

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Three Cord True Wealth Management's FNX Position: Q2 2026 in Review

Three Cord True Wealth Management increased its First Trust Mid Cap Core AlphaDEX Fund (FNX) stake by 6% in Q2 2026, buying an estimated $1.13M and bringing the position to 144,922 shares worth $21.2M. The position accounts for 10.09% of the portfolio, ranked #4.

Three Cord True Wealth Management first reported a position in FNX in Q4 2024 and has held it in 7 quarters since. 210 funds tracked by Wall St. Rank hold FNX as of Q2 2026.

Three Cord True Wealth Management held 144,922 shares of First Trust Mid Cap Core AlphaDEX Fund worth $21.2M as of Q2 2026.
Three Cord True Wealth Management bought 8,144 First Trust Mid Cap Core AlphaDEX Fund shares in Q2 2026, an estimated $1.13M.
First Trust Mid Cap Core AlphaDEX Fund made up 10.09% of Three Cord True Wealth Management's portfolio in Q2 2026, its #4 holding.
Three Cord True Wealth Management first reported a position in First Trust Mid Cap Core AlphaDEX Fund in Q4 2024 and has held it in 7 quarters since.
210 funds tracked by Wall St. Rank held First Trust Mid Cap Core AlphaDEX Fund as of Q2 2026.

Based on Three Cord True Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.