WHG
FNX icon

Westwood Holdings Group’s First Trust Mid Cap Core AlphaDEX Fund FNX Stock Holding History

Westwood Holdings 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 		$289K Hold
1,977
– – ﹤0.01% 573
2026
Q1 		$254K Sell
1,977
-10
-0.5% -$1.32K ﹤0.01% 439
2025
Q4 		$250K Hold
1,987
– – ﹤0.01% 466
2025
Q3 		$249K Hold
1,987
– – ﹤0.01% 470
2025
Q2 		$228K Sell
1,987
-711
-26% -$77.1K ﹤0.01% 467
2025
Q1 		$294K Sell
2,698
-113
-4% -$13K ﹤0.01% 434
2024
Q4 		$325K Hold
2,811
– – ﹤0.01% 444
2024
Q3 		$329K Hold
2,811
– – ﹤0.01% 431
2024
Q2 		$305K Hold
2,811
– – ﹤0.01% 417
2024
Q1 		$319K Hold
2,811
– – ﹤0.01% 423
2023
Q4 		$294K Sell
2,811
-100
-3% -$9.38K ﹤0.01% 424
2023
Q3 		$268K Sell
2,911
-944
-24% -$91.2K ﹤0.01% 416
2023
Q2 		$371K Hold
3,855
– – ﹤0.01% 427
2023
Q1 		$347K Buy
3,855
+100
+3% +$9.26K ﹤0.01% 437
2022
Q4 		$330K Sell
3,755
-100
-3% -$8.83K ﹤0.01% 456
2022
Q3 		$309K Buy
3,855
+100
+3% +$8.9K ﹤0.01% 417
2022
Q2 		$314K Hold
3,755
– – ﹤0.01% 415
2022
Q1 		$368K Hold
3,755
– – ﹤0.01% 401
2021
Q4 		$386K Buy
+3,755
New +$385K ﹤0.01% 395

Other funds holding FNX

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Baird Financial Group
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Westwood Holdings Group's FNX Position: Q2 2026 in Review

Westwood Holdings Group held its First Trust Mid Cap Core AlphaDEX Fund (FNX) position steady in Q2 2026 at 1,977 shares worth $289K. The position accounts for ﹤0.01% of the portfolio, ranked #573.

Westwood Holdings Group first reported a position in FNX in Q4 2021 and has held it in 19 quarters since. The position peaked at $386K in Q4 2021. 203 funds tracked by Wall St. Rank hold FNX as of Q2 2026.

  • Westwood Holdings Group held 1,977 shares of First Trust Mid Cap Core AlphaDEX Fund worth $289K as of Q2 2026.
  • Westwood Holdings Group left its First Trust Mid Cap Core AlphaDEX Fund share count unchanged in Q2 2026.
  • First Trust Mid Cap Core AlphaDEX Fund made up ﹤0.01% of Westwood Holdings Group's portfolio in Q2 2026, its #573 holding.
  • Westwood Holdings Group first reported a position in First Trust Mid Cap Core AlphaDEX Fund in Q4 2021 and has held it in 19 quarters since.
  • Westwood Holdings Group's First Trust Mid Cap Core AlphaDEX Fund position peaked at $386K in Q4 2021.
  • 203 funds tracked by Wall St. Rank held First Trust Mid Cap Core AlphaDEX Fund as of Q2 2026.

Based on Westwood Holdings Group's 13F filing for Q2 2026, filed 14 Aug 2026.