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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
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
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