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

UBS AM’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	$133K	Hold	912	–	–	﹤0.01%	2787
2026 Q1	$117K	Buy	+912	New	+$121K	﹤0.01%	2819

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

UBS AM's FNX Position: Q2 2026 in Review

UBS AM held its First Trust Mid Cap Core AlphaDEX Fund (FNX) position steady in Q2 2026 at 912 shares worth $133K. The position accounts for ﹤0.01% of the portfolio, ranked #2787.

UBS AM first reported a position in FNX in Q1 2026 and has held it in 2 quarters since. 210 funds tracked by Wall St. Rank hold FNX as of Q2 2026.

UBS AM held 912 shares of First Trust Mid Cap Core AlphaDEX Fund worth $133K as of Q2 2026.
UBS AM left its First Trust Mid Cap Core AlphaDEX Fund share count unchanged in Q2 2026.
First Trust Mid Cap Core AlphaDEX Fund made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #2787 holding.
UBS AM first reported a position in First Trust Mid Cap Core AlphaDEX Fund in Q1 2026 and has held it in 2 quarters since.
210 funds tracked by Wall St. Rank held First Trust Mid Cap Core AlphaDEX Fund as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.