William Blair & Company
FNX icon

William Blair & Company’s First Trust Mid Cap Core AlphaDEX Fund FNX Stock Holding History

William Blair & Company’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
2025
Q3 		– Sell
-409
Closed -$47K – 1869
2025
Q2 		$47K Buy
+409
New +$44.4K ﹤0.01% 1612

Other funds holding FNX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
TCTWM
Three Cord True Wealth Management Beaver, Pennsylvania $180M AUM 19.5% 1-Year Est. Return

William Blair & Company's FNX Position: Q3 2025 in Review

William Blair & Company sold out of First Trust Mid Cap Core AlphaDEX Fund (FNX) in Q3 2025, closing a stake of 409 shares — an estimated $47K sold.

William Blair & Company first reported a position in FNX in Q2 2025 and held it in 1 quarter. The position peaked at $47K in Q2 2025. 188 funds tracked by Wall St. Rank hold FNX as of Q3 2025.

  • William Blair & Company reported no remaining First Trust Mid Cap Core AlphaDEX Fund position as of Q3 2025 after selling out during the quarter.
  • William Blair & Company sold 409 First Trust Mid Cap Core AlphaDEX Fund shares in Q3 2025, an estimated $47K.
  • William Blair & Company first reported a position in First Trust Mid Cap Core AlphaDEX Fund in Q2 2025 and held it in 1 quarter.
  • William Blair & Company's First Trust Mid Cap Core AlphaDEX Fund position peaked at $47K in Q2 2025.
  • 188 funds tracked by Wall St. Rank held First Trust Mid Cap Core AlphaDEX Fund as of Q3 2025.

Based on William Blair & Company's 13F filing for Q3 2025, filed 12 Nov 2025.