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

ZWJ 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
2026
Q2 		$231K Hold
1,576
– – 0.01% 261
2026
Q1 		$202K Buy
+1,576
New +$209K 0.01% 238

Other funds holding FNX

PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
FWA
FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return
LWM
Lakeridge Wealth Management Mentor, Ohio $272M AUM 22.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PWM
Purus Wealth Management Newport Beach, California $363M AUM 39.16% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
SEP
Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
HSWS
Higgins & Schmidt Wealth Strategies Denver, Colorado $242M AUM 22.87% 1-Year Est. Return

ZWJ Investment Counsel's FNX Position: Q2 2026 in Review

ZWJ Investment Counsel held its First Trust Mid Cap Core AlphaDEX Fund (FNX) position steady in Q2 2026 at 1,576 shares worth $231K. The position accounts for 0.01% of the portfolio, ranked #261.

ZWJ Investment Counsel first reported a position in FNX in Q1 2026 and has held it in 2 quarters since. 26 funds tracked by Wall St. Rank hold FNX as of Q2 2026.

  • ZWJ Investment Counsel held 1,576 shares of First Trust Mid Cap Core AlphaDEX Fund worth $231K as of Q2 2026.
  • ZWJ Investment Counsel 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 ZWJ Investment Counsel's portfolio in Q2 2026, its #261 holding.
  • ZWJ Investment Counsel first reported a position in First Trust Mid Cap Core AlphaDEX Fund in Q1 2026 and has held it in 2 quarters since.
  • 26 funds tracked by Wall St. Rank held First Trust Mid Cap Core AlphaDEX Fund as of Q2 2026.

Based on ZWJ Investment Counsel's 13F filing for Q2 2026, filed 16 Jul 2026.