United Advisor Group’s First Trust Mid Cap Core AlphaDEX Fund FNX Stock Holding History

United Advisor Group’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	$1.05M	Buy	7,164 +5	+0.1%	+$693	0.11%	209
2026 Q1	$918K	Buy	7,159 +7	+0.1%	+$928	0.11%	198
2025 Q4	$901K	Buy	7,152 +9	+0.1%	+$1.13K	0.11%	192
2025 Q3	$896K	Sell	7,143 -43	-0.6%	-$5.2K	0.12%	177
2025 Q2	$825K	Buy	7,186 +6	+0.1%	+$651	0.14%	152
2025 Q1	$782K	Buy	7,180 +7	+0.1%	+$808	0.16%	139
2024 Q4	$830K	Buy	7,173 +11	+0.2%	+$1.32K	0.16%	142
2024 Q3	$839K	Buy	7,162 +8	+0.1%	+$901	0.19%	122
2024 Q2	$776K	Sell	7,154 -462	-6%	-$50.4K	0.24%	93
2024 Q1	$863K	Buy	+7,616	New	+$802K	0.32%	84

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

United Advisor Group's FNX Position: Q2 2026 in Review

United Advisor Group increased its First Trust Mid Cap Core AlphaDEX Fund (FNX) stake by 0.07% in Q2 2026, buying an estimated $693 and bringing the position to 7,164 shares worth $1.05M. The position accounts for 0.11% of the portfolio, ranked #209.

United Advisor Group first reported a position in FNX in Q1 2024 and has held it in 10 quarters since. 210 funds tracked by Wall St. Rank hold FNX as of Q2 2026.

United Advisor Group held 7,164 shares of First Trust Mid Cap Core AlphaDEX Fund worth $1.05M as of Q2 2026.
United Advisor Group bought 5 First Trust Mid Cap Core AlphaDEX Fund shares in Q2 2026, an estimated $693.
First Trust Mid Cap Core AlphaDEX Fund made up 0.11% of United Advisor Group's portfolio in Q2 2026, its #209 holding.
United Advisor Group first reported a position in First Trust Mid Cap Core AlphaDEX Fund in Q1 2024 and has held it in 10 quarters since.
210 funds tracked by Wall St. Rank held First Trust Mid Cap Core AlphaDEX Fund as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.