Trueblood Wealth Management’s First Trust Mid Cap Core AlphaDEX Fund FNX Stock Holding History

Trueblood 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	$259K	Buy	1,772 +3	+0.2%	+$416	0.09%	232
2026 Q1	$227K	Buy	1,769 +4	+0.2%	+$530	0.09%	239
2025 Q4	$222K	Buy	1,765 +4	+0.2%	+$501	0.09%	237
2025 Q3	$221K	Buy	1,761 +3	+0.2%	+$363	0.09%	242
2025 Q2	$202K	Buy	+1,758	New	+$191K	0.08%	242

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

Trueblood Wealth Management's FNX Position: Q2 2026 in Review

Trueblood Wealth Management increased its First Trust Mid Cap Core AlphaDEX Fund (FNX) stake by 0.17% in Q2 2026, buying an estimated $416 and bringing the position to 1,772 shares worth $259K. The position accounts for 0.09% of the portfolio, ranked #232.

Trueblood Wealth Management first reported a position in FNX in Q2 2025 and has held it in 5 quarters since. 210 funds tracked by Wall St. Rank hold FNX as of Q2 2026.

Trueblood Wealth Management held 1,772 shares of First Trust Mid Cap Core AlphaDEX Fund worth $259K as of Q2 2026.
Trueblood Wealth Management bought 3 First Trust Mid Cap Core AlphaDEX Fund shares in Q2 2026, an estimated $416.
First Trust Mid Cap Core AlphaDEX Fund made up 0.09% of Trueblood Wealth Management's portfolio in Q2 2026, its #232 holding.
Trueblood Wealth Management first reported a position in First Trust Mid Cap Core AlphaDEX Fund in Q2 2025 and has held it in 5 quarters since.
210 funds tracked by Wall St. Rank held First Trust Mid Cap Core AlphaDEX Fund as of Q2 2026.

Based on Trueblood Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.