World Equity Group’s First Trust Mid Cap Core AlphaDEX Fund FNX Stock Holding History

World Equity 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 Q3	–	Sell	-4,334	Closed	-$634K	–	305
2026 Q2	$634K	Buy	4,334 +462	+12%	+$64K	0.14%	167
2026 Q1	$496K	Buy	3,872 +344	+10%	+$45.6K	0.13%	193
2025 Q4	$444K	Sell	3,528 -19	-0.5%	-$2.38K	0.12%	184
2025 Q3	$445K	Buy	3,547 +79	+2%	+$9.5K	0.1%	197
2025 Q2	$398K	Buy	3,468 +188	+6%	+$20.4K	0.11%	194
2025 Q1	$357K	Sell	3,280 -32	-1%	-$3.7K	0.1%	196
2024 Q4	$383K	Buy	3,312 +50	+2%	+$5.98K	0.08%	231
2024 Q3	$382K	Sell	3,262 -308	-9%	-$34.7K	0.14%	150
2024 Q2	$387K	Sell	3,570 -762	-18%	-$83.1K	0.12%	188
2024 Q1	$491K	Buy	4,332 +2,131	+97%	+$224K	0.1%	190
2023 Q4	$230K	Buy	+2,201	New	+$206K	0.05%	294

Other funds holding FNX

Perryman Financial Advisory Dallas, Texas $791M AUM 21.08% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

PWM

Purus Wealth Management Newport Beach, California $366M AUM 31.29% 1-Year Est. Return

KWM

Kaydan Wealth Management Fenton, Michigan $291M AUM 15.62% 1-Year Est. Return

TCM

Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

SEP

Southland Equity Partners Wildwood, Missouri $583M AUM 16.78% 1-Year Est. Return

RiverTree Advisors Winter Park, Florida $168M AUM 5.92% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

World Equity Group's FNX Position: Q3 2026 in Review

World Equity Group sold out of First Trust Mid Cap Core AlphaDEX Fund (FNX) in Q3 2026, closing a stake of 4,334 shares — an estimated $634K sold.

World Equity Group first reported a position in FNX in Q4 2023 and held it in 11 quarters. The position peaked at $634K in Q2 2026. 26 funds tracked by Wall St. Rank hold FNX as of Q3 2026.

World Equity Group reported no remaining First Trust Mid Cap Core AlphaDEX Fund position as of Q3 2026 after selling out during the quarter.
World Equity Group sold 4,334 First Trust Mid Cap Core AlphaDEX Fund shares in Q3 2026, an estimated $634K.
World Equity Group first reported a position in First Trust Mid Cap Core AlphaDEX Fund in Q4 2023 and held it in 11 quarters.
World Equity Group's First Trust Mid Cap Core AlphaDEX Fund position peaked at $634K in Q2 2026.
26 funds tracked by Wall St. Rank held First Trust Mid Cap Core AlphaDEX Fund as of Q3 2026.

Based on World Equity Group's 13F filing for Q3 2026, filed 14 Oct 2026.