Advisory Services Network’s First Trust Mid Cap Growth AlphaDEX Fund FNY Stock Holding History

Advisory Services Network’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 Q2	$208K	Buy	1,872 +1,814	+3,128%	+$185K	﹤0.01%	1973
2026 Q1	$5.25K	Buy	+58	New	+$5.51K	﹤0.01%	3829
2025 Q4	–	Sell	-2,096	Closed	-$192K	–	2693
2025 Q3	$192K	Buy	+2,096	New	+$181K	﹤0.01%	1711
2022 Q1	–	Sell	-3,921	Closed	-$291K	–	1483
2021 Q4	$291K	Buy	3,921 +105	+3%	+$7.84K	0.01%	1139
2021 Q3	$274K	Buy	+3,816	New	+$281K	0.01%	1141
2021 Q1	–	Sell	-3,841	Closed	-$251K	–	1883
2020 Q4	$251K	Sell	3,841 -202	-5%	-$12K	0.01%	979
2020 Q3	$216K	Sell	4,043 -149	-4%	-$7.67K	0.01%	950
2020 Q2	$200K	Buy	4,192 +64	+2%	+$2.79K	0.01%	940
2020 Q1	$153K	Buy	4,128 +449	+12%	+$20.3K	0.01%	909
2019 Q4	$176K	Sell	3,679 -52	-1%	-$2.41K	0.01%	936
2019 Q3	$169K	Hold	3,731	–	–	0.01%	882
2019 Q2	$169K	Buy	3,731 +456	+14%	+$20.2K	0.01%	880
2019 Q1	$141K	Buy	3,275 +1,620	+98%	+$67.1K	0.01%	875
2018 Q4	$60K	Sell	1,655 -1,503	-48%	-$60.2K	0.01%	1074
2018 Q3	$146K	Buy	3,158 +658	+26%	+$29.9K	0.01%	845
2018 Q2	$112K	Buy	+2,500	New	+$106K	0.01%	907

Other funds holding FNY

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

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

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

&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return

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

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Advisory Services Network's FNY Position: Q2 2026 in Review

Advisory Services Network increased its First Trust Mid Cap Growth AlphaDEX Fund (FNY) stake by 3,128% in Q2 2026, buying an estimated $185K and bringing the position to 1,872 shares worth $208K. The position accounts for ﹤0.01% of the portfolio, ranked #1973.

Advisory Services Network first reported a position in FNY in Q2 2018 and has held it in 16 quarters since. The position peaked at $291K in Q4 2021. 128 funds tracked by Wall St. Rank hold FNY as of Q2 2026.

Advisory Services Network held 1,872 shares of First Trust Mid Cap Growth AlphaDEX Fund worth $208K as of Q2 2026.
Advisory Services Network bought 1,814 First Trust Mid Cap Growth AlphaDEX Fund shares in Q2 2026, an estimated $185K.
First Trust Mid Cap Growth AlphaDEX Fund made up ﹤0.01% of Advisory Services Network's portfolio in Q2 2026, its #1973 holding.
Advisory Services Network first reported a position in First Trust Mid Cap Growth AlphaDEX Fund in Q2 2018 and has held it in 16 quarters since.
Advisory Services Network's First Trust Mid Cap Growth AlphaDEX Fund position peaked at $291K in Q4 2021.
128 funds tracked by Wall St. Rank held First Trust Mid Cap Growth AlphaDEX Fund as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.