AssuredPartners Investment Advisors’s First Trust Mid Cap Growth AlphaDEX Fund FNY Stock Holding History

AssuredPartners Investment 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 Q1	$1.03M	Hold	11,245	–	–	0.11%	188
2025 Q4	$1.03M	Hold	11,245	–	–	0.15%	147
2025 Q3	$1.03M	Sell	11,245 -60	-0.5%	-$5.18K	0.23%	89
2025 Q2	$932K	Sell	11,305 -943	-8%	-$72.4K	0.23%	82
2025 Q1	$917K	Buy	12,248 +236	+2%	+$19K	0.18%	133
2024 Q4	$961K	Buy	+12,012	New	+$996K	0.19%	122

Other funds holding FNY

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AssuredPartners Investment Advisors's FNY Position: Q1 2026 in Review

AssuredPartners Investment Advisors held its First Trust Mid Cap Growth AlphaDEX Fund (FNY) position steady in Q1 2026 at 11,245 shares worth $1.03M. The position accounts for 0.11% of the portfolio, ranked #188.

AssuredPartners Investment Advisors first reported a position in FNY in Q4 2024 and has held it in 6 quarters since. 122 funds tracked by Wall St. Rank hold FNY as of Q1 2026.

AssuredPartners Investment Advisors held 11,245 shares of First Trust Mid Cap Growth AlphaDEX Fund worth $1.03M as of Q1 2026.
AssuredPartners Investment Advisors left its First Trust Mid Cap Growth AlphaDEX Fund share count unchanged in Q1 2026.
First Trust Mid Cap Growth AlphaDEX Fund made up 0.11% of AssuredPartners Investment Advisors's portfolio in Q1 2026, its #188 holding.
AssuredPartners Investment Advisors first reported a position in First Trust Mid Cap Growth AlphaDEX Fund in Q4 2024 and has held it in 6 quarters since.
122 funds tracked by Wall St. Rank held First Trust Mid Cap Growth AlphaDEX Fund as of Q1 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.