Cambridge Investment Research Advisors
FNY icon

Cambridge Investment Research Advisors’s First Trust Mid Cap Growth AlphaDEX Fund FNY Stock Holding History

Cambridge Investment Research Advisors’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 		$3.8M Sell
34,267
-100,945
-75% -$10.3M 0.01% 1129
2026
Q1 		$12.2M Buy
135,212
+102,221
+310% +$9.7M 0.03% 540
2025
Q4 		$3.01M Buy
32,991
+379
+1% +$34.8K 0.01% 1211
2025
Q3 		$2.99M Buy
32,612
+13,617
+72% +$1.18M 0.01% 1221
2025
Q2 		$1.57M Buy
18,995
+365
+2% +$28K ﹤0.01% 1615
2025
Q1 		$1.4M Buy
18,630
+871
+5% +$70K ﹤0.01% 1602
2024
Q4 		$1.42M Sell
17,759
-63,668
-78% -$5.28M ﹤0.01% 1603
2024
Q3 		$6.49M Buy
81,427
+195
+0.2% +$14.8K 0.02% 675
2024
Q2 		$5.98M Buy
81,232
+68,003
+514% +$4.96M 0.02% 669
2024
Q1 		$1M Sell
13,229
-73,924
-85% -$5.18M ﹤0.01% 1731
2023
Q4 		$5.94M Buy
87,153
+52,803
+154% +$3.24M 0.03% 620
2023
Q3 		$2.08M Sell
34,350
-10,842
-24% -$692K 0.01% 1110
2023
Q2 		$2.93M Buy
45,192
+37,133
+461% +$2.24M 0.01% 943
2023
Q1 		$479K Sell
8,059
-913
-10% -$54.3K ﹤0.01% 2112
2022
Q4 		$506K Sell
8,972
-545
-6% -$31.6K ﹤0.01% 2003
2022
Q3 		$509K Sell
9,517
-8,575
-47% -$504K ﹤0.01% 1925
2022
Q2 		$989K Sell
18,092
-444
-2% -$27K 0.01% 1492
2022
Q1 		$1.24M Sell
18,536
-580
-3% -$38.4K 0.01% 1427
2021
Q4 		$1.42M Buy
19,116
+1,864
+11% +$139K 0.01% 1357
2021
Q3 		$1.24M Sell
17,252
-984
-5% -$72.6K 0.01% 1374
2021
Q2 		$1.37M Buy
18,236
+1,403
+8% +$98.4K 0.01% 1320
2021
Q1 		$1.14M Buy
16,833
+1,891
+13% +$132K 0.01% 1336
2020
Q4 		$977K Sell
14,942
-304
-2% -$18.1K 0.01% 1321
2020
Q3 		$816K Sell
15,246
-1,754
-10% -$90.3K 0.01% 1303
2020
Q2 		$813K Sell
17,000
-1,078
-6% -$46.9K 0.01% 1256
2020
Q1 		$668K Buy
18,078
+5,747
+47% +$260K 0.01% 1203
2019
Q4 		$590K Sell
12,331
-857
-6% -$39.8K ﹤0.01% 1478
2019
Q3 		$590K Sell
13,188
-1,815
-12% -$83.3K 0.01% 1389
2019
Q2 		$679K Buy
15,003
+2,548
+20% +$113K 0.01% 1250
2019
Q1 		$538K Sell
12,455
-1,810
-13% -$75K 0.01% 1432
2018
Q4 		$517K Sell
14,265
-204
-1% -$8.18K 0.01% 1301
2018
Q3 		$670K Buy
14,469
+8,056
+126% +$366K 0.01% 1268
2018
Q2 		$278K Sell
6,413
-578
-8% -$24.5K ﹤0.01% 1783
2018
Q1 		$285K Buy
6,991
+809
+13% +$33.1K ﹤0.01% 1713
2017
Q4 		$242K Sell
6,182
-498
-7% -$19.1K ﹤0.01% 1793
2017
Q3 		$244K Sell
6,680
-416
-6% -$14.6K ﹤0.01% 1692
2017
Q2 		$245K Sell
7,096
-1,871
-21% -$63.7K ﹤0.01% 1637
2017
Q1 		$300K Sell
8,967
-1,380
-13% -$45.3K 0.01% 1381
2016
Q4 		$325K Buy
10,347
+1,224
+13% +$37.5K 0.01% 1226
2016
Q3 		$283K Sell
9,123
-1,411
-13% -$43.6K 0.01% 1335
2016
Q2 		$316K Buy
10,534
+225
+2% +$6.58K 0.01% 1150
2016
Q1 		$298K Sell
10,309
-9,483
-48% -$258K 0.01% 1172
2015
Q4 		$571K Sell
19,792
-2,369
-11% -$69.2K 0.01% 799
2015
Q3 		$623K Buy
22,161
+3,458
+18% +$104K 0.02% 659
2015
Q2 		$575K Buy
18,703
+9,712
+108% +$300K 0.02% 742
2015
Q1 		$280K Buy
8,991
+246
+3% +$7.39K 0.01% 1085
2014
Q4 		$257K Sell
8,745
-1,664
-16% -$47.1K 0.01% 1084
2014
Q3 		$288K Buy
10,409
+3,255
+45% +$92.6K 0.01% 1115
2014
Q2 		$207K Buy
7,154
+15
+0.2% +$417 0.01% 1186
2014
Q1 		$202K Buy
+7,139
New +$199K 0.01% 1146

Other funds holding FNY

PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
WMP
Wealth Management Partners Tucson, Arizona $425M AUM 60.71% 1-Year Est. Return
BPFA
Barnes Pettey Financial Advisors Clarksdale, Mississippi $319M AUM 23.56% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CWA
Crux Wealth Advisors Long Beach, California $289M AUM 17.92% 1-Year Est. Return
SA
Sylvest Advisors Dallas, Texas $222M AUM 21.35% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
WFP
Worthington Financial Partners Worthington, Ohio $121M AUM

Cambridge Investment Research Advisors's FNY Position: Q2 2026 in Review

Cambridge Investment Research Advisors reduced its First Trust Mid Cap Growth AlphaDEX Fund (FNY) stake by 75% in Q2 2026, selling an estimated $10.3M and leaving 34,267 shares worth $3.8M. The position accounts for 0.01% of the portfolio, ranked #1129.

Cambridge Investment Research Advisors first reported a position in FNY in Q1 2014 and has held it in 50 quarters since. The position peaked at $12.2M in Q1 2026. 38 funds tracked by Wall St. Rank hold FNY as of Q2 2026.

  • Cambridge Investment Research Advisors held 34,267 shares of First Trust Mid Cap Growth AlphaDEX Fund worth $3.8M as of Q2 2026.
  • Cambridge Investment Research Advisors sold 100,945 First Trust Mid Cap Growth AlphaDEX Fund shares in Q2 2026, an estimated $10.3M.
  • First Trust Mid Cap Growth AlphaDEX Fund made up 0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #1129 holding.
  • Cambridge Investment Research Advisors first reported a position in First Trust Mid Cap Growth AlphaDEX Fund in Q1 2014 and has held it in 50 quarters since.
  • Cambridge Investment Research Advisors's First Trust Mid Cap Growth AlphaDEX Fund position peaked at $12.2M in Q1 2026.
  • 38 funds tracked by Wall St. Rank held First Trust Mid Cap Growth AlphaDEX Fund as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.