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 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 $1.66T 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 $210M AUM 21.9% 1-Year Est. Return

United Advisor Group's FNX Position: Q1 2026 in Review

United Advisor Group increased its First Trust Mid Cap Core AlphaDEX Fund (FNX) stake by 0.1% in Q1 2026, buying an estimated $928 and bringing the position to 7,159 shares worth $918K. The position accounts for 0.11% of the portfolio, ranked #198.

United Advisor Group first reported a position in FNX in Q1 2024 and has held it in 9 quarters since. 208 funds tracked by Wall St. Rank hold FNX as of Q1 2026.

United Advisor Group held 7,159 shares of First Trust Mid Cap Core AlphaDEX Fund worth $918K as of Q1 2026.
United Advisor Group bought 7 First Trust Mid Cap Core AlphaDEX Fund shares in Q1 2026, an estimated $928.
First Trust Mid Cap Core AlphaDEX Fund made up 0.11% of United Advisor Group's portfolio in Q1 2026, its #198 holding.
United Advisor Group first reported a position in First Trust Mid Cap Core AlphaDEX Fund in Q1 2024 and has held it in 9 quarters since.
208 funds tracked by Wall St. Rank held First Trust Mid Cap Core AlphaDEX Fund as of Q1 2026.

Based on United Advisor Group's 13F filing for Q1 2026, filed 17 Apr 2026.