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Brueske Advisory Services’s First Trust Mid Cap Growth AlphaDEX Fund FNY Stock Holding History

Brueske Advisory Services’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
-12,297
Closed -$1.13M – 20
2025
Q3 		$1.13M Sell
12,297
-115
-0.9% -$9.93K 0.61% 23
2025
Q2 		$1.02M Sell
12,412
-1,203
-9% -$92.4K 0.7% 24
2025
Q1 		$1.02M Sell
13,615
-695
-5% -$55.9K 0.97% 18
2024
Q4 		$1.14M Buy
+14,310
New +$1.19M 1.02% 18

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

Brueske Advisory Services's FNY Position: Q4 2025 in Review

Brueske Advisory Services sold out of First Trust Mid Cap Growth AlphaDEX Fund (FNY) in Q4 2025, closing a stake of 12,297 shares — an estimated $1.13M sold.

Brueske Advisory Services first reported a position in FNY in Q4 2024 and held it in 4 quarters. The position peaked at $1.14M in Q4 2024. 120 funds tracked by Wall St. Rank hold FNY as of Q4 2025.

  • Brueske Advisory Services reported no remaining First Trust Mid Cap Growth AlphaDEX Fund position as of Q4 2025 after selling out during the quarter.
  • Brueske Advisory Services sold 12,297 First Trust Mid Cap Growth AlphaDEX Fund shares in Q4 2025, an estimated $1.13M.
  • Brueske Advisory Services first reported a position in First Trust Mid Cap Growth AlphaDEX Fund in Q4 2024 and held it in 4 quarters.
  • Brueske Advisory Services's First Trust Mid Cap Growth AlphaDEX Fund position peaked at $1.14M in Q4 2024.
  • 120 funds tracked by Wall St. Rank held First Trust Mid Cap Growth AlphaDEX Fund as of Q4 2025.

Based on Brueske Advisory Services's 13F filing for Q4 2025.