Wealth Enhancement Advisory Services
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Wealth Enhancement Advisory Services’s First Trust Mid Cap Core AlphaDEX Fund FNX Stock Holding History

Wealth Enhancement Advisory Services’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
Q3 		$2.28M Buy
16,665
+78
+0.5% +$11.2K ﹤0.01% 1580
2026
Q2 		$2.37M Sell
16,587
-2,194
-12% -$304K ﹤0.01% 1469
2026
Q1 		$2.43M Sell
18,781
-793
-4% -$105K ﹤0.01% 1286
2025
Q4 		$2.58M Buy
19,574
+279
+1% +$34.9K ﹤0.01% 1373
2025
Q3 		$2.43M Sell
19,295
-82
-0.4% -$9.9K ﹤0.01% 1335
2025
Q2 		$2.29M Buy
19,377
+18
+0.1% +$1.95K ﹤0.01% 1289
2025
Q1 		$2.11M Buy
19,359
+726
+4% +$83.8K ﹤0.01% 1217
2024
Q4 		$2.16M Buy
18,633
+8,962
+93% +$1.07M ﹤0.01% 1141
2024
Q3 		$1.13M Buy
9,671
+1,320
+16% +$149K ﹤0.01% 1327
2024
Q2 		$906K Buy
8,351
+74
+0.9% +$8.08K ﹤0.01% 1326
2024
Q1 		$938K Buy
8,277
+546
+7% +$57.5K ﹤0.01% 1264
2023
Q4 		$807K Buy
7,731
+947
+14% +$88.8K ﹤0.01% 1251
2023
Q3 		$625K Buy
+6,784
New +$655K ﹤0.01% 1304

Other funds holding FNX

Perryman Financial Advisory
Perryman Financial Advisory Dallas, Texas $791M AUM 21.08% 1-Year Est. Return
B. Riley Wealth Advisors
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return
Perigon Wealth Management
Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return
Purus Wealth Management
Purus Wealth Management Newport Beach, California $366M AUM 31.29% 1-Year Est. Return
Kaydan Wealth Management
Kaydan Wealth Management Fenton, Michigan $291M AUM 15.62% 1-Year Est. Return
Citizens Financial Group
Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return
Triumph Capital Management
Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return
LVZ Inc
LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return
Park National Corp
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
DHJJ Financial Advisors
DHJJ Financial Advisors Naperville, Illinois $349M AUM 14.55% 1-Year Est. Return

Wealth Enhancement Advisory Services's FNX Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its First Trust Mid Cap Core AlphaDEX Fund (FNX) stake by 0.47% in Q3 2026, buying an estimated $11.2K and bringing the position to 16,665 shares worth $2.28M. The position accounts for ﹤0.01% of the portfolio, ranked #1580.

Wealth Enhancement Advisory Services first reported a position in FNX in Q3 2023 and has held it in 13 quarters since. The position peaked at $2.58M in Q4 2025. 49 funds tracked by Wall St. Rank hold FNX as of Q3 2026.

  • Wealth Enhancement Advisory Services held 16,665 shares of First Trust Mid Cap Core AlphaDEX Fund worth $2.28M as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 78 First Trust Mid Cap Core AlphaDEX Fund shares in Q3 2026, an estimated $11.2K.
  • First Trust Mid Cap Core AlphaDEX Fund made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #1580 holding.
  • Wealth Enhancement Advisory Services first reported a position in First Trust Mid Cap Core AlphaDEX Fund in Q3 2023 and has held it in 13 quarters since.
  • Wealth Enhancement Advisory Services's First Trust Mid Cap Core AlphaDEX Fund position peaked at $2.58M in Q4 2025.
  • 49 funds tracked by Wall St. Rank held First Trust Mid Cap Core AlphaDEX Fund as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.