Clear Point Advisors’s First Trust Mid Cap Growth AlphaDEX Fund FNY Stock Holding History

Clear Point 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 Q1	–	Sell	-4,438	Closed	-$405K	–	91
2025 Q4	$405K	Sell	4,438 -498	-10%	-$45.7K	0.31%	87
2025 Q3	$452K	Sell	4,936 -135	-3%	-$11.7K	0.35%	82
2025 Q2	$418K	Sell	5,071 -48	-0.9%	-$3.69K	0.35%	75
2025 Q1	$383K	Sell	5,119 -101	-2%	-$8.12K	0.34%	76
2024 Q4	$418K	Buy	5,220 +10	+0.2%	+$829	0.36%	74
2024 Q3	$415K	Buy	5,210 +20	+0.4%	+$1.51K	0.32%	74
2024 Q2	$382K	Hold	5,190	–	–	0.31%	75
2024 Q1	$392K	Sell	5,190 -136	-3%	-$9.52K	0.32%	76
2023 Q4	$363K	Buy	+5,326	New	+$327K	0.32%	74

Other funds holding FNY

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Clear Point Advisors's FNY Position: Q1 2026 in Review

Clear Point Advisors sold out of First Trust Mid Cap Growth AlphaDEX Fund (FNY) in Q1 2026, closing a stake of 4,438 shares — an estimated $405K sold.

Clear Point Advisors first reported a position in FNY in Q4 2023 and held it in 9 quarters. The position peaked at $452K in Q3 2025. 122 funds tracked by Wall St. Rank hold FNY as of Q1 2026.

Clear Point Advisors reported no remaining First Trust Mid Cap Growth AlphaDEX Fund position as of Q1 2026 after selling out during the quarter.
Clear Point Advisors sold 4,438 First Trust Mid Cap Growth AlphaDEX Fund shares in Q1 2026, an estimated $405K.
Clear Point Advisors first reported a position in First Trust Mid Cap Growth AlphaDEX Fund in Q4 2023 and held it in 9 quarters.
Clear Point Advisors's First Trust Mid Cap Growth AlphaDEX Fund position peaked at $452K in Q3 2025.
122 funds tracked by Wall St. Rank held First Trust Mid Cap Growth AlphaDEX Fund as of Q1 2026.

Based on Clear Point Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.