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 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%	-$9.91K	﹤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%	+$8.07K	﹤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

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

Wealth Enhancement Advisory Services's FNX Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its First Trust Mid Cap Core AlphaDEX Fund (FNX) stake by 12% in Q2 2026, selling an estimated $304K and leaving 16,587 shares worth $2.37M. The position accounts for ﹤0.01% of the portfolio, ranked #1469.

Wealth Enhancement Advisory Services first reported a position in FNX in Q3 2023 and has held it in 12 quarters since. The position peaked at $2.58M in Q4 2025. 210 funds tracked by Wall St. Rank hold FNX as of Q2 2026.

Wealth Enhancement Advisory Services held 16,587 shares of First Trust Mid Cap Core AlphaDEX Fund worth $2.37M as of Q2 2026.
Wealth Enhancement Advisory Services sold 2,194 First Trust Mid Cap Core AlphaDEX Fund shares in Q2 2026, an estimated $304K.
First Trust Mid Cap Core AlphaDEX Fund made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1469 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 12 quarters since.
Wealth Enhancement Advisory Services's First Trust Mid Cap Core AlphaDEX Fund position peaked at $2.58M in Q4 2025.
210 funds tracked by Wall St. Rank held First Trust Mid Cap Core AlphaDEX Fund as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.