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Woodmont Investment Counsel’s First Trust Mid Cap Core AlphaDEX Fund FNX Stock Holding History

Woodmont Investment Counsel’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
-6,007
Closed -$690K – 271
2025
Q2 		$690K Buy
6,007
+787
+15% +$85.4K 0.05% 179
2025
Q1 		$569K Buy
5,220
+928
+22% +$107K 0.04% 183
2024
Q4 		$497K Buy
4,292
+1,220
+40% +$146K 0.04% 186
2024
Q3 		$360K Buy
3,072
+1,214
+65% +$137K 0.03% 205
2024
Q2 		$202K Buy
+1,858
New +$203K 0.02% 247

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 $210M AUM 21.9% 1-Year Est. Return

Woodmont Investment Counsel's FNX Position: Q3 2025 in Review

Woodmont Investment Counsel sold out of First Trust Mid Cap Core AlphaDEX Fund (FNX) in Q3 2025, closing a stake of 6,007 shares — an estimated $690K sold.

Woodmont Investment Counsel first reported a position in FNX in Q2 2024 and held it in 5 quarters. The position peaked at $690K in Q2 2025. 188 funds tracked by Wall St. Rank hold FNX as of Q3 2025.

  • Woodmont Investment Counsel reported no remaining First Trust Mid Cap Core AlphaDEX Fund position as of Q3 2025 after selling out during the quarter.
  • Woodmont Investment Counsel sold 6,007 First Trust Mid Cap Core AlphaDEX Fund shares in Q3 2025, an estimated $690K.
  • Woodmont Investment Counsel first reported a position in First Trust Mid Cap Core AlphaDEX Fund in Q2 2024 and held it in 5 quarters.
  • Woodmont Investment Counsel's First Trust Mid Cap Core AlphaDEX Fund position peaked at $690K in Q2 2025.
  • 188 funds tracked by Wall St. Rank held First Trust Mid Cap Core AlphaDEX Fund as of Q3 2025.

Based on Woodmont Investment Counsel's 13F filing for Q3 2025, filed 4 Nov 2025.