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 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

BostonPremier Wealth's FNY Position: Q2 2026 in Review

BostonPremier Wealth reduced its First Trust Mid Cap Growth AlphaDEX Fund (FNY) stake by 1% in Q2 2026, selling an estimated $4.89K and leaving 4,589 shares worth $509K. The position accounts for 0.22% of the portfolio, ranked #40.

BostonPremier Wealth first reported a position in FNY in Q4 2024 and has held it in 7 quarters since. 128 funds tracked by Wall St. Rank hold FNY as of Q2 2026.

BostonPremier Wealth held 4,589 shares of First Trust Mid Cap Growth AlphaDEX Fund worth $509K as of Q2 2026.
BostonPremier Wealth sold 48 First Trust Mid Cap Growth AlphaDEX Fund shares in Q2 2026, an estimated $4.89K.
First Trust Mid Cap Growth AlphaDEX Fund made up 0.22% of BostonPremier Wealth's portfolio in Q2 2026, its #40 holding.
BostonPremier Wealth first reported a position in First Trust Mid Cap Growth AlphaDEX Fund in Q4 2024 and has held it in 7 quarters since.
128 funds tracked by Wall St. Rank held First Trust Mid Cap Growth AlphaDEX Fund as of Q2 2026.

Based on BostonPremier Wealth's 13F filing for Q2 2026, filed 24 Jul 2026.