1W
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1776 Wealth’s First Trust Mid Cap Growth AlphaDEX Fund FNY Stock Holding History

1776 Wealth’s Portfolio FNY Stock Details FNY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$239K Hold
2,642
– – 0.09% 135
2025
Q4 		$241K Hold
2,642
– – 0.09% 130
2025
Q3 		$242K Sell
2,642
-347
-12% -$29.9K 0.09% 130
2025
Q2 		$246K Hold
2,989
– – 0.1% 130
2025
Q1 		$224K Sell
2,989
-638
-18% -$51.3K 0.1% 128
2024
Q4 		$290K Hold
3,627
– – 0.13% 115
2024
Q3 		$289K Hold
3,627
– – 0.13% 117
2024
Q2 		$267K Hold
3,627
– – 0.12% 125
2024
Q1 		$274K Hold
3,627
– – 0.13% 109
2023
Q4 		$247K Hold
3,627
– – 0.12% 113
2023
Q3 		$220K Hold
3,627
– – 0.12% 116
2023
Q2 		$235K Hold
3,627
– – 0.12% 118
2023
Q1 		$216K Hold
3,627
– – 0.13% 110
2022
Q4 		$205K Buy
+3,627
New +$210K 0.15% 114
2022
Q3 		– Sell
-3,777
Closed -$206K – 112
2022
Q2 		$206K Hold
3,777
– – 0.14% 115
2022
Q1 		$252K Hold
3,777
– – 0.15% 106
2021
Q4 		$280K Sell
3,777
-996
-21% -$74.3K 0.15% 101
2021
Q3 		$343K Sell
4,773
-1,438
-23% -$106K 0.2% 81
2021
Q2 		$468K Hold
6,211
– – 0.26% 60
2021
Q1 		$422K Sell
6,211
-102
-2% -$7.1K 0.27% 59
2020
Q4 		$413K Sell
6,313
-119
-2% -$7.09K 0.26% 62
2020
Q3 		$344K Buy
6,432
+697
+12% +$35.9K 0.25% 63
2020
Q2 		$274K Sell
5,735
-4,567
-44% -$199K 0.19% 82
2020
Q1 		$429K Buy
10,302
+5,819
+130% +$263K 0.18% 88
2019
Q4 		$214K Buy
+4,483
New +$208K 0.18% 94

Other funds holding FNY

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

1776 Wealth's FNY Position: Q1 2026 in Review

1776 Wealth held its First Trust Mid Cap Growth AlphaDEX Fund (FNY) position steady in Q1 2026 at 2,642 shares worth $239K. The position accounts for 0.09% of the portfolio, ranked #135.

1776 Wealth first reported a position in FNY in Q4 2019 and has held it in 25 quarters since. The position peaked at $468K in Q2 2021. 122 funds tracked by Wall St. Rank hold FNY as of Q1 2026.

  • 1776 Wealth held 2,642 shares of First Trust Mid Cap Growth AlphaDEX Fund worth $239K as of Q1 2026.
  • 1776 Wealth left its First Trust Mid Cap Growth AlphaDEX Fund share count unchanged in Q1 2026.
  • First Trust Mid Cap Growth AlphaDEX Fund made up 0.09% of 1776 Wealth's portfolio in Q1 2026, its #135 holding.
  • 1776 Wealth first reported a position in First Trust Mid Cap Growth AlphaDEX Fund in Q4 2019 and has held it in 25 quarters since.
  • 1776 Wealth's First Trust Mid Cap Growth AlphaDEX Fund position peaked at $468K in Q2 2021.
  • 122 funds tracked by Wall St. Rank held First Trust Mid Cap Growth AlphaDEX Fund as of Q1 2026.

Based on 1776 Wealth's 13F filing for Q1 2026, filed 8 May 2026.