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TrueFG’s First Trust Mid Cap Core AlphaDEX Fund FNX Stock Holding History

TrueFG’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 		$335K Buy
2,482
+621
+33% +$88.9K 0.08% 55
2026
Q2 		$272K Hold
1,861
– – 0.06% 60
2026
Q1 		$239K Hold
1,861
– – 0.06% 64
2025
Q4 		$234K Hold
1,861
– – 0.06% 63
2025
Q3 		$233K Sell
1,861
-454
-20% -$54.9K 0.06% 60
2025
Q2 		$266K Buy
+2,315
New +$251K 0.08% 48

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
PWM
Purus Wealth Management Newport Beach, California $366M AUM 31.29% 1-Year Est. Return
KWM
Kaydan Wealth Management Fenton, Michigan $291M AUM 15.62% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $573M AUM 15.32% 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
RA
RiverTree Advisors Winter Park, Florida $168M AUM 5.92% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

TrueFG's FNX Position: Q3 2026 in Review

TrueFG increased its First Trust Mid Cap Core AlphaDEX Fund (FNX) stake by 33% in Q3 2026, buying an estimated $88.9K and bringing the position to 2,482 shares worth $335K. The position accounts for 0.08% of the portfolio, ranked #55.

TrueFG first reported a position in FNX in Q2 2025 and has held it in 6 quarters since. 24 funds tracked by Wall St. Rank hold FNX as of Q3 2026.

  • TrueFG held 2,482 shares of First Trust Mid Cap Core AlphaDEX Fund worth $335K as of Q3 2026.
  • TrueFG bought 621 First Trust Mid Cap Core AlphaDEX Fund shares in Q3 2026, an estimated $88.9K.
  • First Trust Mid Cap Core AlphaDEX Fund made up 0.08% of TrueFG's portfolio in Q3 2026, its #55 holding.
  • TrueFG first reported a position in First Trust Mid Cap Core AlphaDEX Fund in Q2 2025 and has held it in 6 quarters since.
  • 24 funds tracked by Wall St. Rank held First Trust Mid Cap Core AlphaDEX Fund as of Q3 2026.

Based on TrueFG's 13F filing for Q3 2026, filed 14 Oct 2026.