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 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%	+$9.55K	0.1%	197
2025 Q2	$398K	Buy	3,468 +188	+6%	+$20.4K	0.11%	194
2025 Q1	$357K	Sell	3,280 -32	-1%	-$3.69K	0.1%	196
2024 Q4	$383K	Buy	3,312 +50	+2%	+$5.99K	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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

World Equity Group's FNX Position: Q2 2026 in Review

World Equity Group increased its First Trust Mid Cap Core AlphaDEX Fund (FNX) stake by 12% in Q2 2026, buying an estimated $64K and bringing the position to 4,334 shares worth $634K. The position accounts for 0.14% of the portfolio, ranked #167.

World Equity Group first reported a position in FNX in Q4 2023 and has held it in 11 quarters since. 210 funds tracked by Wall St. Rank hold FNX as of Q2 2026.

World Equity Group held 4,334 shares of First Trust Mid Cap Core AlphaDEX Fund worth $634K as of Q2 2026.
World Equity Group bought 462 First Trust Mid Cap Core AlphaDEX Fund shares in Q2 2026, an estimated $64K.
First Trust Mid Cap Core AlphaDEX Fund made up 0.14% of World Equity Group's portfolio in Q2 2026, its #167 holding.
World Equity Group first reported a position in First Trust Mid Cap Core AlphaDEX Fund in Q4 2023 and has held it in 11 quarters since.
210 funds tracked by Wall St. Rank held First Trust Mid Cap Core AlphaDEX Fund as of Q2 2026.

Based on World Equity Group's 13F filing for Q2 2026, filed 9 Jul 2026.