Baird Financial Group
FNY icon

Baird Financial Group’s First Trust Mid Cap Growth AlphaDEX Fund FNY Stock Holding History

Baird Financial Group’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 		$738K Buy
8,153
+151
+2% +$14.3K ﹤0.01% 1356
2025
Q4 		$730K Buy
8,002
+225
+3% +$20.7K ﹤0.01% 1349
2025
Q3 		$712K Sell
7,777
-1
-0% -$86 ﹤0.01% 1361
2025
Q2 		$641K Sell
7,778
-490
-6% -$37.6K ﹤0.01% 1342
2025
Q1 		$619K Sell
8,268
-82
-1% -$6.59K ﹤0.01% 1324
2024
Q4 		$668K Buy
8,350
+714
+9% +$59.2K ﹤0.01% 1295
2024
Q3 		$608K Sell
7,636
-711
-9% -$53.8K ﹤0.01% 1313
2024
Q2 		$614K Buy
8,347
+121
+1% +$8.83K ﹤0.01% 1314
2024
Q1 		$622K Buy
8,226
+339
+4% +$23.7K ﹤0.01% 1310
2023
Q4 		$537K Sell
7,887
-26,024
-77% -$1.6M ﹤0.01% 1328
2023
Q3 		$2.06M Buy
33,911
+25,486
+303% +$1.63M 0.01% 896
2023
Q2 		$546K Sell
8,425
-36,630
-81% -$2.21M ﹤0.01% 1313
2023
Q1 		$2.68M Buy
45,055
+1,847
+4% +$110K 0.01% 801
2022
Q4 		$2.44M Buy
43,208
+33,184
+331% +$1.92M 0.01% 813
2022
Q3 		$536K Sell
10,024
-3,290
-25% -$193K ﹤0.01% 1263
2022
Q2 		$728K Sell
13,314
-5,169
-28% -$314K ﹤0.01% 1205
2022
Q1 		$1.23M Sell
18,483
-3,267
-15% -$216K ﹤0.01% 1056
2021
Q4 		$1.61M Buy
21,750
+646
+3% +$48.2K ﹤0.01% 1014
2021
Q3 		$1.52M Buy
21,104
+12,335
+141% +$910K ﹤0.01% 1045
2021
Q2 		$661K Sell
8,769
-399
-4% -$28K ﹤0.01% 1325
2021
Q1 		$623K Sell
9,168
-1,193
-12% -$83K ﹤0.01% 1294
2020
Q4 		$677K Sell
10,361
-3
-0% -$179 ﹤0.01% 1149
2020
Q3 		$554K Sell
10,364
-524
-5% -$27K ﹤0.01% 1125
2020
Q2 		$520K Sell
10,888
-145,678
-93% -$6.34M ﹤0.01% 1133
2020
Q1 		$5.79M Buy
+156,566
New +$7.07M 0.03% 421
2018
Q4 		– Sell
-9,923
Closed -$455K – 1301
2018
Q3 		$455K Buy
+9,923
New +$451K ﹤0.01% 1066

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

Baird Financial Group's FNY Position: Q1 2026 in Review

Baird Financial Group increased its First Trust Mid Cap Growth AlphaDEX Fund (FNY) stake by 1.9% in Q1 2026, buying an estimated $14.3K and bringing the position to 8,153 shares worth $738K. The position accounts for ﹤0.01% of the portfolio, ranked #1356.

Baird Financial Group first reported a position in FNY in Q3 2018 and has held it in 26 quarters since. The position peaked at $5.79M in Q1 2020. 122 funds tracked by Wall St. Rank hold FNY as of Q1 2026.

  • Baird Financial Group held 8,153 shares of First Trust Mid Cap Growth AlphaDEX Fund worth $738K as of Q1 2026.
  • Baird Financial Group bought 151 First Trust Mid Cap Growth AlphaDEX Fund shares in Q1 2026, an estimated $14.3K.
  • First Trust Mid Cap Growth AlphaDEX Fund made up ﹤0.01% of Baird Financial Group's portfolio in Q1 2026, its #1356 holding.
  • Baird Financial Group first reported a position in First Trust Mid Cap Growth AlphaDEX Fund in Q3 2018 and has held it in 26 quarters since.
  • Baird Financial Group's First Trust Mid Cap Growth AlphaDEX Fund position peaked at $5.79M in Q1 2020.
  • 122 funds tracked by Wall St. Rank held First Trust Mid Cap Growth AlphaDEX Fund as of Q1 2026.

Based on Baird Financial Group's 13F filing for Q1 2026, filed 14 May 2026.