Question 1

How many shares of FNK does &PARTNERS own?

Accepted Answer

As of 2026-Q2, &PARTNERS holds 13,802 shares of FNK (FIRST TRUST MID CAP VALUE ALPHADEX FUND).

Question 2

What is &PARTNERS's FNK position worth?

Accepted Answer

As of 2026-Q2, &PARTNERS's FNK position is worth $846,224.

Question 3

Is &PARTNERS buying or selling FNK?

Accepted Answer

In 2026-Q2, &PARTNERS increased their FNK position (+139.4% change in shares).

Question 4

When did &PARTNERS first buy FNK?

Accepted Answer

Based on available 13F filings, &PARTNERS first reported a position in FNK in 2024-Q4. They have held the position across 7 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	13,802	+139.4%	$846,224	0.0%	$61.31	40
2026-Q1	Decreased	5,766	-9.9%	$329,108	0.0%	$59.18	0
2025-Q4	Decreased	6,402	-5.5%	$356,267	0.0%	$56.17	0
2025-Q3	Increased	6,772	+0.1%	$374,187	0.0%	$54.91	24
2025-Q2	Decreased	6,765	-13.1%	$350,148	0.0%	$51.25	0
2025-Q1	Increased	7,785	+30.9%	$390,429	0.0%	$49.53	30
2024-Q4	New	5,949	-	$319,682	0.0%	$52.37	33

FNK7 quarters

FNK
7 quarters