Triumph Capital Management’s First Trust Mid Cap Core AlphaDEX Fund FNX Stock Holding History

Triumph Capital 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	$1.46M	Buy	9,945 +504	+5%	+$69.9K	0.26%	88
2026 Q1	$1.21M	Buy	9,441 +7,307	+342%	+$968K	0.25%	95
2025 Q4	$269K	Buy	2,134 +533	+33%	+$66.7K	0.06%	268
2025 Q3	$201K	Buy	+1,601	New	+$193K	0.05%	309

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

Triumph Capital Management's FNX Position: Q2 2026 in Review

Triumph Capital Management increased its First Trust Mid Cap Core AlphaDEX Fund (FNX) stake by 5.3% in Q2 2026, buying an estimated $69.9K and bringing the position to 9,945 shares worth $1.46M. The position accounts for 0.26% of the portfolio, ranked #88.

Triumph Capital Management first reported a position in FNX in Q3 2025 and has held it in 4 quarters since. 210 funds tracked by Wall St. Rank hold FNX as of Q2 2026.

Triumph Capital Management held 9,945 shares of First Trust Mid Cap Core AlphaDEX Fund worth $1.46M as of Q2 2026.
Triumph Capital Management bought 504 First Trust Mid Cap Core AlphaDEX Fund shares in Q2 2026, an estimated $69.9K.
First Trust Mid Cap Core AlphaDEX Fund made up 0.26% of Triumph Capital Management's portfolio in Q2 2026, its #88 holding.
Triumph Capital Management first reported a position in First Trust Mid Cap Core AlphaDEX Fund in Q3 2025 and has held it in 4 quarters since.
210 funds tracked by Wall St. Rank held First Trust Mid Cap Core AlphaDEX Fund as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.