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 Q2	–	Sell	-118	Closed	-$15.1K	–	945
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 $1.89T 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

Twin Peaks Wealth Advisors's FNX Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of First Trust Mid Cap Core AlphaDEX Fund (FNX) in Q2 2026, closing a stake of 118 shares — an estimated $15.1K sold.

Twin Peaks Wealth Advisors first reported a position in FNX in Q2 2025 and held it in 2 quarters. The position peaked at $16K in Q2 2025. 210 funds tracked by Wall St. Rank hold FNX as of Q2 2026.

Twin Peaks Wealth Advisors reported no remaining First Trust Mid Cap Core AlphaDEX Fund position as of Q2 2026 after selling out during the quarter.
Twin Peaks Wealth Advisors sold 118 First Trust Mid Cap Core AlphaDEX Fund shares in Q2 2026, an estimated $15.1K.
Twin Peaks Wealth Advisors first reported a position in First Trust Mid Cap Core AlphaDEX Fund in Q2 2025 and held it in 2 quarters.
Twin Peaks Wealth Advisors's First Trust Mid Cap Core AlphaDEX Fund position peaked at $16K in Q2 2025.
210 funds tracked by Wall St. Rank held First Trust Mid Cap Core AlphaDEX Fund as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.