BostonPremier Wealth’s First Trust Mid Cap Growth AlphaDEX Fund FNY Stock Holding History

BostonPremier Wealth’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 Q3	$454K	Hold	4,589	–	–	0.19%	46
2026 Q2	$509K	Sell	4,589 -48	-1%	-$4.89K	0.22%	40
2026 Q1	$420K	Hold	4,637	–	–	0.22%	39
2025 Q4	$423K	Sell	4,637 -10	-0.2%	-$919	0.22%	39
2025 Q3	$426K	Sell	4,647 -29	-0.6%	-$2.5K	0.21%	37
2025 Q2	$386K	Buy	4,676 +1	+0%	+$77	0.21%	34
2025 Q1	$350K	Sell	4,675 -18	-0.4%	-$1.45K	0.22%	34
2024 Q4	$375K	Buy	+4,693	New	+$389K	0.23%	34

Other funds holding FNY

Wealth Management Partners Tucson, Arizona $426M AUM 43.17% 1-Year Est. Return

KCM Investment Advisors Greenbrae, California $3.36B AUM 23.19% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Sylvest Advisors Dallas, Texas $224M AUM 15.13% 1-Year Est. Return

Worthington Financial Partners Worthington, Ohio $118M AUM 64.85% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Dominguez Wealth Management Solutions Williamsburg, Virginia $181M AUM 16.39% 1-Year Est. Return

Sigma Planning Corp Ann Arbor, Michigan $3.88B AUM 23.38% 1-Year Est. Return

ARS Wealth Advisors Group St. Petersburg, Florida $1.37B AUM 18.29% 1-Year Est. Return

Founders Financial Securities Towson, Maryland $2.03B AUM 15.42% 1-Year Est. Return

BostonPremier Wealth's FNY Position: Q3 2026 in Review

BostonPremier Wealth held its First Trust Mid Cap Growth AlphaDEX Fund (FNY) position steady in Q3 2026 at 4,589 shares worth $454K. The position accounts for 0.19% of the portfolio, ranked #46.

BostonPremier Wealth first reported a position in FNY in Q4 2024 and has held it in 8 quarters since. The position peaked at $509K in Q2 2026. 29 funds tracked by Wall St. Rank hold FNY as of Q3 2026.

BostonPremier Wealth held 4,589 shares of First Trust Mid Cap Growth AlphaDEX Fund worth $454K as of Q3 2026.
BostonPremier Wealth left its First Trust Mid Cap Growth AlphaDEX Fund share count unchanged in Q3 2026.
First Trust Mid Cap Growth AlphaDEX Fund made up 0.19% of BostonPremier Wealth's portfolio in Q3 2026, its #46 holding.
BostonPremier Wealth first reported a position in First Trust Mid Cap Growth AlphaDEX Fund in Q4 2024 and has held it in 8 quarters since.
BostonPremier Wealth's First Trust Mid Cap Growth AlphaDEX Fund position peaked at $509K in Q2 2026.
29 funds tracked by Wall St. Rank held First Trust Mid Cap Growth AlphaDEX Fund as of Q3 2026.

Based on BostonPremier Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.