Western Wealth Management’s First Trust Mid Cap Core AlphaDEX Fund FNX Stock Holding History

Western Wealth Management’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	$4.83M	Buy	37,693 +873	+2%	+$116K	0.18%	110
2025 Q4	$4.64M	Sell	36,820 -334	-0.9%	-$41.8K	0.21%	90
2025 Q3	$4.66M	Buy	37,154 +599	+2%	+$72.4K	0.25%	83
2025 Q2	$4.2M	Buy	36,555 +1,477	+4%	+$160K	0.25%	85
2025 Q1	$3.82M	Buy	35,078 +709	+2%	+$81.9K	0.25%	84
2024 Q4	$3.98M	Buy	34,369 +12,599	+58%	+$1.51M	0.26%	76
2024 Q3	$2.55M	Buy	21,770 +3,114	+17%	+$351K	0.15%	143
2024 Q2	$2.02M	Buy	18,656 +780	+4%	+$85.1K	0.15%	129
2024 Q1	$2.03M	Sell	17,876 -4,158	-19%	-$438K	0.16%	127
2023 Q4	$2.3M	Buy	22,034 +1,060	+5%	+$99.4K	0.17%	134
2023 Q3	$1.93M	Buy	20,974 +125	+0.6%	+$12.1K	0.16%	136
2023 Q2	$2.01M	Buy	20,849 +345	+2%	+$31.1K	0.17%	127
2023 Q1	$1.84M	Buy	20,504 +1,794	+10%	+$166K	0.17%	138
2022 Q4	$1.64M	Sell	18,710 -7,312	-28%	-$645K	0.17%	148
2022 Q3	$2.17M	Buy	26,022 +2,497	+11%	+$222K	0.12%	170
2022 Q2	$1.99M	Sell	23,525 -72	-0.3%	-$6.62K	0.11%	185
2022 Q1	$2.32M	Buy	23,597 +17,570	+292%	+$1.71M	0.11%	183
2021 Q4	$623K	Buy	+6,027	New	+$617K	0.06%	287
2021 Q2	$1.6M	Buy	15,862 +10,617	+202%	+$1.04M	0.16%	140
2021 Q1	$492K	Buy	5,245 +60	+1%	+$5.44K	0.07%	277
2020 Q4	$431K	Buy	5,185 +176	+4%	+$13.3K	0.06%	278
2020 Q3	$330K	Buy	5,009 +255	+5%	+$16.7K	0.05%	317
2020 Q2	$297K	Buy	4,754 +98	+2%	+$5.61K	0.05%	317
2020 Q1	$226K	Buy	4,656 +85	+2%	+$5.51K	0.05%	320
2019 Q4	$331K	Buy	+4,571	New	+$320K	0.05%	293

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 $180M AUM 19.5% 1-Year Est. Return

Western Wealth Management's FNX Position: Q1 2026 in Review

Western Wealth Management increased its First Trust Mid Cap Core AlphaDEX Fund (FNX) stake by 2.4% in Q1 2026, buying an estimated $116K and bringing the position to 37,693 shares worth $4.83M. The position accounts for 0.18% of the portfolio, ranked #110.

Western Wealth Management first reported a position in FNX in Q4 2019 and has held it in 25 quarters since. 208 funds tracked by Wall St. Rank hold FNX as of Q1 2026.

Western Wealth Management held 37,693 shares of First Trust Mid Cap Core AlphaDEX Fund worth $4.83M as of Q1 2026.
Western Wealth Management bought 873 First Trust Mid Cap Core AlphaDEX Fund shares in Q1 2026, an estimated $116K.
First Trust Mid Cap Core AlphaDEX Fund made up 0.18% of Western Wealth Management's portfolio in Q1 2026, its #110 holding.
Western Wealth Management first reported a position in First Trust Mid Cap Core AlphaDEX Fund in Q4 2019 and has held it in 25 quarters since.
208 funds tracked by Wall St. Rank held First Trust Mid Cap Core AlphaDEX Fund as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.