Triumph Capital Management
FNX icon

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
Q3 		$1.38M Buy
10,267
+322
+3% +$46.1K 0.24% 92
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

Perryman Financial Advisory
Perryman Financial Advisory Dallas, Texas $791M AUM 21.08% 1-Year Est. Return
B. Riley Wealth Advisors
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Purus Wealth Management
Purus Wealth Management Newport Beach, California $366M AUM 31.29% 1-Year Est. Return
Kaydan Wealth Management
Kaydan Wealth Management Fenton, Michigan $291M AUM 15.62% 1-Year Est. Return
LVZ Inc
LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return
Park National Corp
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
SEP
Southland Equity Partners Wildwood, Missouri $583M AUM 16.78% 1-Year Est. Return
Catalyst Investment Management
Catalyst Investment Management Windham, New Hampshire $113M AUM 13.48% 1-Year Est. Return
RiverTree Advisors
RiverTree Advisors Winter Park, Florida $168M AUM 5.92% 1-Year Est. Return

Triumph Capital Management's FNX Position: Q3 2026 in Review

Triumph Capital Management increased its First Trust Mid Cap Core AlphaDEX Fund (FNX) stake by 3.2% in Q3 2026, buying an estimated $46.1K and bringing the position to 10,267 shares worth $1.38M. The position accounts for 0.24% of the portfolio, ranked #92.

Triumph Capital Management first reported a position in FNX in Q3 2025 and has held it in 5 quarters since. The position peaked at $1.46M in Q2 2026. 36 funds tracked by Wall St. Rank hold FNX as of Q3 2026.

  • Triumph Capital Management held 10,267 shares of First Trust Mid Cap Core AlphaDEX Fund worth $1.38M as of Q3 2026.
  • Triumph Capital Management bought 322 First Trust Mid Cap Core AlphaDEX Fund shares in Q3 2026, an estimated $46.1K.
  • First Trust Mid Cap Core AlphaDEX Fund made up 0.24% of Triumph Capital Management's portfolio in Q3 2026, its #92 holding.
  • Triumph Capital Management first reported a position in First Trust Mid Cap Core AlphaDEX Fund in Q3 2025 and has held it in 5 quarters since.
  • Triumph Capital Management's First Trust Mid Cap Core AlphaDEX Fund position peaked at $1.46M in Q2 2026.
  • 36 funds tracked by Wall St. Rank held First Trust Mid Cap Core AlphaDEX Fund as of Q3 2026.

Based on Triumph Capital Management's 13F filing for Q3 2026, filed 14 Oct 2026.