Twin Peaks Wealth Advisors’s First Trust Mid Cap Core AlphaDEX Fund FNX Stock Holding History

Twin Peaks Wealth 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	$15.1K	Buy	+118	New	+$15.6K	﹤0.01%	834
2025 Q3	–	Sell	-134	Closed	-$16K	–	872
2025 Q2	$16K	Buy	+134	New	+$14.5K	0.01%	690

Other funds holding FNX

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

Twin Peaks Wealth Advisors's FNX Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in First Trust Mid Cap Core AlphaDEX Fund (FNX) in Q1 2026: 118 shares worth $15.1K. The stake represents ﹤0.01% of the portfolio and ranks #834 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in FNX as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in FNX in Q2 2025 and has held it in 2 quarters since. The position peaked at $16K in Q2 2025. 208 funds tracked by Wall St. Rank hold FNX as of Q1 2026.

Twin Peaks Wealth Advisors held 118 shares of First Trust Mid Cap Core AlphaDEX Fund worth $15.1K as of Q1 2026.
First Trust Mid Cap Core AlphaDEX Fund was a new Twin Peaks Wealth Advisors position in Q1 2026.
First Trust Mid Cap Core AlphaDEX Fund made up ﹤0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #834 holding.
Twin Peaks Wealth Advisors first reported a position in First Trust Mid Cap Core AlphaDEX Fund in Q2 2025 and has held it in 2 quarters since.
Twin Peaks Wealth Advisors's First Trust Mid Cap Core AlphaDEX Fund position peaked at $16K in Q2 2025.
208 funds tracked by Wall St. Rank held First Trust Mid Cap Core AlphaDEX Fund as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.