Bank of Montreal
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Bank of Montreal’s First Trust Mid Cap Growth AlphaDEX Fund FNY Stock Holding History

Bank of Montreal’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 		– Sell
-629
Closed -$56.9K – 3929
2026
Q1 		$56.9K Buy
+629
New +$59.7K ﹤0.01% 3260

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P
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Cetera Investment Advisers
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NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Bank of Montreal's FNY Position: Q2 2026 in Review

Bank of Montreal sold out of First Trust Mid Cap Growth AlphaDEX Fund (FNY) in Q2 2026, closing a stake of 629 shares — an estimated $56.9K sold.

Bank of Montreal first reported a position in FNY in Q1 2026 and held it in 1 quarter. The position peaked at $56.9K in Q1 2026. 128 funds tracked by Wall St. Rank hold FNY as of Q2 2026.

  • Bank of Montreal reported no remaining First Trust Mid Cap Growth AlphaDEX Fund position as of Q2 2026 after selling out during the quarter.
  • Bank of Montreal sold 629 First Trust Mid Cap Growth AlphaDEX Fund shares in Q2 2026, an estimated $56.9K.
  • Bank of Montreal first reported a position in First Trust Mid Cap Growth AlphaDEX Fund in Q1 2026 and held it in 1 quarter.
  • Bank of Montreal's First Trust Mid Cap Growth AlphaDEX Fund position peaked at $56.9K in Q1 2026.
  • 128 funds tracked by Wall St. Rank held First Trust Mid Cap Growth AlphaDEX Fund as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.