Trifecta Capital Advisors’s First Trust Mid Cap Core AlphaDEX Fund FNX Stock Holding History

Trifecta Capital Advisors’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	$19.6K	Hold	134	–	–	﹤0.01%	229
2026 Q1	$17.2K	Hold	134	–	–	﹤0.01%	211
2025 Q4	$16.9K	Hold	134	–	–	﹤0.01%	204
2025 Q3	$16.8K	Hold	134	–	–	﹤0.01%	217
2025 Q2	$15.4K	Hold	134	–	–	﹤0.01%	227
2025 Q1	$14.6K	Hold	134	–	–	﹤0.01%	204
2024 Q4	$15.5K	Hold	134	–	–	﹤0.01%	199
2024 Q3	$15.7K	Hold	134	–	–	﹤0.01%	201
2024 Q2	$14.5K	Hold	134	–	–	﹤0.01%	204
2024 Q1	$15.2K	Hold	134	–	–	﹤0.01%	187
2023 Q4	$14K	Hold	134	–	–	﹤0.01%	192
2023 Q3	$12.3K	Hold	134	–	–	﹤0.01%	205
2023 Q2	$12.9K	Hold	134	–	–	﹤0.01%	200
2023 Q1	$12.1K	Hold	134	–	–	﹤0.01%	207
2022 Q4	$11.8K	Buy	+134	New	+$11.8K	﹤0.01%	192

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

TCTWM

Three Cord True Wealth Management Beaver, Pennsylvania $210M AUM 21.9% 1-Year Est. Return

Trifecta Capital Advisors's FNX Position: Q2 2026 in Review

Trifecta Capital Advisors held its First Trust Mid Cap Core AlphaDEX Fund (FNX) position steady in Q2 2026 at 134 shares worth $19.6K. The position accounts for ﹤0.01% of the portfolio, ranked #229.

Trifecta Capital Advisors first reported a position in FNX in Q4 2022 and has held it in 15 quarters since. 210 funds tracked by Wall St. Rank hold FNX as of Q2 2026.

Trifecta Capital Advisors held 134 shares of First Trust Mid Cap Core AlphaDEX Fund worth $19.6K as of Q2 2026.
Trifecta Capital Advisors left its First Trust Mid Cap Core AlphaDEX Fund share count unchanged in Q2 2026.
First Trust Mid Cap Core AlphaDEX Fund made up ﹤0.01% of Trifecta Capital Advisors's portfolio in Q2 2026, its #229 holding.
Trifecta Capital Advisors first reported a position in First Trust Mid Cap Core AlphaDEX Fund in Q4 2022 and has held it in 15 quarters since.
210 funds tracked by Wall St. Rank held First Trust Mid Cap Core AlphaDEX Fund as of Q2 2026.

Based on Trifecta Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.