CJ
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Caitlin John’s First Trust Mid Cap Growth AlphaDEX Fund FNY Stock Holding History

Caitlin John’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 		$7.87K Hold
71
– – ﹤0.01% 629
2026
Q1 		$6.42K Hold
71
– – ﹤0.01% 591
2025
Q4 		$6.47K Hold
71
– – ﹤0.01% 602
2025
Q3 		$6.5K Buy
+71
New +$6.13K ﹤0.01% 556
2025
Q1 		– Sell
-71
Closed -$5.68K – 353
2024
Q4 		$5.68K Hold
71
– – ﹤0.01% 547
2024
Q3 		$6.06K Hold
71
– – ﹤0.01% 545
2024
Q2 		$5.22K Hold
71
– – ﹤0.01% 549
2024
Q1 		$5.37K Hold
71
– – ﹤0.01% 555
2023
Q4 		$4.84K Buy
+71
New +$4.36K ﹤0.01% 562

Other funds holding FNY

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
P
&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Caitlin John's FNY Position: Q2 2026 in Review

Caitlin John held its First Trust Mid Cap Growth AlphaDEX Fund (FNY) position steady in Q2 2026 at 71 shares worth $7.87K. The position accounts for ﹤0.01% of the portfolio, ranked #629.

Caitlin John first reported a position in FNY in Q4 2023 and has held it in 9 quarters since. 128 funds tracked by Wall St. Rank hold FNY as of Q2 2026.

  • Caitlin John held 71 shares of First Trust Mid Cap Growth AlphaDEX Fund worth $7.87K as of Q2 2026.
  • Caitlin John left its First Trust Mid Cap Growth AlphaDEX Fund share count unchanged in Q2 2026.
  • First Trust Mid Cap Growth AlphaDEX Fund made up ﹤0.01% of Caitlin John's portfolio in Q2 2026, its #629 holding.
  • Caitlin John first reported a position in First Trust Mid Cap Growth AlphaDEX Fund in Q4 2023 and has held it in 9 quarters since.
  • 128 funds tracked by Wall St. Rank held First Trust Mid Cap Growth AlphaDEX Fund as of Q2 2026.

Based on Caitlin John's 13F filing for Q2 2026, filed 17 Aug 2026.