BIG
FNY icon

Brookwood Investment Group’s First Trust Mid Cap Growth AlphaDEX Fund FNY Stock Holding History

Brookwood Investment 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
2025
Q4 		– Sell
-2,464
Closed -$226K – 539
2025
Q3 		$226K Buy
+2,464
New +$213K 0.03% 430

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
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Brookwood Investment Group's FNY Position: Q4 2025 in Review

Brookwood Investment Group sold out of First Trust Mid Cap Growth AlphaDEX Fund (FNY) in Q4 2025, closing a stake of 2,464 shares — an estimated $226K sold.

Brookwood Investment Group first reported a position in FNY in Q3 2025 and held it in 1 quarter. The position peaked at $226K in Q3 2025. 120 funds tracked by Wall St. Rank hold FNY as of Q4 2025.

  • Brookwood Investment Group reported no remaining First Trust Mid Cap Growth AlphaDEX Fund position as of Q4 2025 after selling out during the quarter.
  • Brookwood Investment Group sold 2,464 First Trust Mid Cap Growth AlphaDEX Fund shares in Q4 2025, an estimated $226K.
  • Brookwood Investment Group first reported a position in First Trust Mid Cap Growth AlphaDEX Fund in Q3 2025 and held it in 1 quarter.
  • Brookwood Investment Group's First Trust Mid Cap Growth AlphaDEX Fund position peaked at $226K in Q3 2025.
  • 120 funds tracked by Wall St. Rank held First Trust Mid Cap Growth AlphaDEX Fund as of Q4 2025.

Based on Brookwood Investment Group's 13F filing for Q4 2025, filed 22 Jan 2026.