Cetera Investment Advisers
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Cetera Investment Advisers’s First Trust Mid Cap Growth AlphaDEX Fund FNY Stock Holding History

Cetera Investment Advisers’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 		$20.9M Buy
188,546
+11,511
+7% +$1.17M 0.02% 735
2026
Q1 		$16M Buy
177,035
+84,347
+91% +$8.01M 0.02% 796
2025
Q4 		$8.45M Buy
92,688
+16,102
+21% +$1.48M 0.01% 1135
2025
Q3 		$7.02M Buy
76,586
+14,080
+23% +$1.22M 0.01% 1184
2025
Q2 		$5.15M Buy
62,506
+4,796
+8% +$368K 0.01% 1168
2025
Q1 		$4.32M Buy
57,710
+6,589
+13% +$530K 0.01% 1204
2024
Q4 		$4.09M Buy
51,121
+10,081
+25% +$836K 0.01% 1157
2024
Q3 		$3.27M Sell
41,040
-32,155
-44% -$2.43M 0.01% 1267
2024
Q2 		$5.39M Buy
73,195
+1,639
+2% +$120K 0.01% 956
2024
Q1 		$5.41M Buy
71,556
+13,854
+24% +$970K 0.01% 945
2023
Q4 		$3.93M Buy
57,702
+3,050
+6% +$187K 0.03% 522
2023
Q3 		$3.32M Buy
54,652
+1,323
+2% +$84.4K 0.03% 557
2023
Q2 		$3.45M Sell
53,329
-61
-0.1% -$3.68K 0.03% 546
2023
Q1 		$3.18M Sell
53,390
-1,194
-2% -$71K 0.03% 546
2022
Q4 		$3.08M Buy
54,584
+1,300
+2% +$75.3K 0.03% 541
2022
Q3 		$2.85M Sell
53,284
-1,323
-2% -$77.8K 0.06% 349
2022
Q2 		$2.98M Buy
54,607
+5,361
+11% +$325K 0.05% 394
2022
Q1 		$3.28M Buy
49,246
+1,749
+4% +$116K 0.05% 398
2021
Q4 		$3.52M Buy
47,497
+310
+0.7% +$23.1K 0.05% 382
2021
Q3 		$3.39M Sell
47,187
-3,927
-8% -$290K 0.05% 370
2021
Q2 		$3.85M Buy
51,114
+1,224
+2% +$85.9K 0.06% 327
2021
Q1 		$3.39M Sell
49,890
-12,376
-20% -$861K 0.07% 307
2020
Q4 		$4.07M Buy
62,266
+22,409
+56% +$1.33M 0.08% 267
2020
Q3 		$2.13M Sell
39,857
-12,562
-24% -$646K 0.17% 138
2020
Q2 		$2.51M Sell
52,419
-15,975
-23% -$695K 0.23% 110
2020
Q1 		$2.53M Buy
68,394
+5,389
+9% +$243K 0.31% 87
2019
Q4 		$3.02M Buy
63,005
+2,042
+3% +$94.7K 0.3% 88
2019
Q3 		$2.73M Buy
60,963
+12,137
+25% +$557K 0.33% 85
2019
Q2 		$2.21M Buy
48,826
+4,800
+11% +$212K 0.29% 92
2019
Q1 		$1.9M Buy
44,026
+27,881
+173% +$1.16M 0.27% 97
2018
Q4 		$585K Buy
+16,145
New +$647K 0.1% 218

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
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cetera Investment Advisers's FNY Position: Q2 2026 in Review

Cetera Investment Advisers increased its First Trust Mid Cap Growth AlphaDEX Fund (FNY) stake by 6.5% in Q2 2026, buying an estimated $1.17M and bringing the position to 188,546 shares worth $20.9M. The position accounts for 0.02% of the portfolio, ranked #735.

Cetera Investment Advisers first reported a position in FNY in Q4 2018 and has held it in 31 quarters since. 127 funds tracked by Wall St. Rank hold FNY as of Q2 2026.

  • Cetera Investment Advisers held 188,546 shares of First Trust Mid Cap Growth AlphaDEX Fund worth $20.9M as of Q2 2026.
  • Cetera Investment Advisers bought 11,511 First Trust Mid Cap Growth AlphaDEX Fund shares in Q2 2026, an estimated $1.17M.
  • First Trust Mid Cap Growth AlphaDEX Fund made up 0.02% of Cetera Investment Advisers's portfolio in Q2 2026, its #735 holding.
  • Cetera Investment Advisers first reported a position in First Trust Mid Cap Growth AlphaDEX Fund in Q4 2018 and has held it in 31 quarters since.
  • 127 funds tracked by Wall St. Rank held First Trust Mid Cap Growth AlphaDEX Fund as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.