Cary Street Partners’s First Trust Mid Cap Growth AlphaDEX Fund FNY Stock Holding History

Cary Street Partners’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	$1.88M	Buy	+16,931	New	+$1.73M	0.04%	379

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

Cary Street Partners's FNY Position: Q2 2026 in Review

Cary Street Partners opened a new position in First Trust Mid Cap Growth AlphaDEX Fund (FNY) in Q2 2026: 16,931 shares worth $1.88M. The stake represents 0.04% of the portfolio and ranks #379 among its holdings.

128 funds tracked by Wall St. Rank hold FNY as of Q2 2026.

Cary Street Partners held 16,931 shares of First Trust Mid Cap Growth AlphaDEX Fund worth $1.88M as of Q2 2026.
First Trust Mid Cap Growth AlphaDEX Fund was a new Cary Street Partners position in Q2 2026.
First Trust Mid Cap Growth AlphaDEX Fund made up 0.04% of Cary Street Partners's portfolio in Q2 2026, its #379 holding.
128 funds tracked by Wall St. Rank held First Trust Mid Cap Growth AlphaDEX Fund as of Q2 2026.

Based on Cary Street Partners's 13F filing for Q2 2026, filed 17 Jul 2026.