Aptus Capital Advisors’s First Trust Mid Cap Growth AlphaDEX Fund FNY Stock Holding History

Aptus Capital Advisors’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	$2.99K	Buy	+27	New	+$2.75K	﹤0.01%	1699
2026 Q1	–	Sell	-27	Closed	-$2.46K	–	1715
2025 Q4	$2.46K	Buy	+27	New	+$2.48K	﹤0.01%	1602
2022 Q2	–	Sell	-19,622	Closed	-$1.31M	–	683
2022 Q1	$1.31M	Buy	+19,622	New	+$1.3M	0.03%	232

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

Aptus Capital Advisors's FNY Position: Q2 2026 in Review

Aptus Capital Advisors opened a new position in First Trust Mid Cap Growth AlphaDEX Fund (FNY) in Q2 2026: 27 shares worth $2.99K. The stake represents ﹤0.01% of the portfolio and ranks #1699 among its holdings. This is a return to the name: Aptus Capital Advisors previously reported a position in FNY as recently as Q4 2025.

Aptus Capital Advisors first reported a position in FNY in Q1 2022 and has held it in 3 quarters since. The position peaked at $1.31M in Q1 2022. 128 funds tracked by Wall St. Rank hold FNY as of Q2 2026.

Aptus Capital Advisors held 27 shares of First Trust Mid Cap Growth AlphaDEX Fund worth $2.99K as of Q2 2026.
First Trust Mid Cap Growth AlphaDEX Fund was a new Aptus Capital Advisors position in Q2 2026.
First Trust Mid Cap Growth AlphaDEX Fund made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #1699 holding.
Aptus Capital Advisors first reported a position in First Trust Mid Cap Growth AlphaDEX Fund in Q1 2022 and has held it in 3 quarters since.
Aptus Capital Advisors's First Trust Mid Cap Growth AlphaDEX Fund position peaked at $1.31M in Q1 2022.
128 funds tracked by Wall St. Rank held First Trust Mid Cap Growth AlphaDEX Fund as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.