Benjamin Edwards Inc’s First Trust Mid Cap Growth AlphaDEX Fund FNY Stock Holding History

Benjamin Edwards Inc’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	$629K	Sell	5,641 -135	-2%	-$13.8K	0.01%	973
2026 Q1	$526K	Sell	5,776 -37,047	-87%	-$3.52M	0.01%	985
2025 Q4	$3.91M	Sell	42,823 -19,223	-31%	-$1.77M	0.04%	358
2025 Q3	$5.69M	Sell	62,046 -1,870	-3%	-$161K	0.06%	279
2025 Q2	$5.27M	Sell	63,916 -25,868	-29%	-$1.99M	0.07%	268
2025 Q1	$6.72M	Buy	89,784 +23,044	+35%	+$1.85M	0.09%	213
2024 Q4	$5.34M	Sell	66,740 -2,981	-4%	-$247K	0.08%	253
2024 Q3	$5.56M	Buy	+69,721	New	+$5.28M	0.08%	243
2021 Q2	–	Sell	-233	Closed	-$16K	–	416
2021 Q1	$16K	Sell	233 -843	-78%	-$58.6K	0.01%	311
2020 Q4	$70K	Sell	1,076 -71	-6%	-$4.23K	0.05%	218
2020 Q3	$61K	Buy	1,147 +168	+17%	+$8.64K	0.05%	200
2020 Q2	$47K	Buy	979 +217	+28%	+$9.44K	0.04%	204
2020 Q1	$28K	Buy	+762	New	+$34.4K	0.03%	214

Other funds holding FNY

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

WMP

Wealth Management Partners Tucson, Arizona $425M AUM 60.71% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

BPFA

Barnes Pettey Financial Advisors Clarksdale, Mississippi $319M AUM 23.56% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CWA

Crux Wealth Advisors Long Beach, California $289M AUM 17.92% 1-Year Est. Return

Sylvest Advisors Dallas, Texas $222M AUM 21.35% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

Benjamin Edwards Inc's FNY Position: Q2 2026 in Review

Benjamin Edwards Inc reduced its First Trust Mid Cap Growth AlphaDEX Fund (FNY) stake by 2.3% in Q2 2026, selling an estimated $13.8K and leaving 5,641 shares worth $629K. The position accounts for 0.01% of the portfolio, ranked #973.

Benjamin Edwards Inc first reported a position in FNY in Q1 2020 and has held it in 13 quarters since. The position peaked at $6.72M in Q1 2025. 40 funds tracked by Wall St. Rank hold FNY as of Q2 2026.

Benjamin Edwards Inc held 5,641 shares of First Trust Mid Cap Growth AlphaDEX Fund worth $629K as of Q2 2026.
Benjamin Edwards Inc sold 135 First Trust Mid Cap Growth AlphaDEX Fund shares in Q2 2026, an estimated $13.8K.
First Trust Mid Cap Growth AlphaDEX Fund made up 0.01% of Benjamin Edwards Inc's portfolio in Q2 2026, its #973 holding.
Benjamin Edwards Inc first reported a position in First Trust Mid Cap Growth AlphaDEX Fund in Q1 2020 and has held it in 13 quarters since.
Benjamin Edwards Inc's First Trust Mid Cap Growth AlphaDEX Fund position peaked at $6.72M in Q1 2025.
40 funds tracked by Wall St. Rank held First Trust Mid Cap Growth AlphaDEX Fund as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.