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 Q2	$496K	Buy	+4,471	New	+$456K	0.44%	58
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 $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

Clear Point Advisors's FNY Position: Q2 2026 in Review

Clear Point Advisors opened a new position in First Trust Mid Cap Growth AlphaDEX Fund (FNY) in Q2 2026: 4,471 shares worth $496K. The stake represents 0.44% of the portfolio and ranks #58 among its holdings. This is a return to the name: Clear Point Advisors previously reported a position in FNY as recently as Q4 2025.

Clear Point Advisors first reported a position in FNY in Q4 2023 and has held it in 10 quarters since. 128 funds tracked by Wall St. Rank hold FNY as of Q2 2026.

Clear Point Advisors held 4,471 shares of First Trust Mid Cap Growth AlphaDEX Fund worth $496K as of Q2 2026.
First Trust Mid Cap Growth AlphaDEX Fund was a new Clear Point Advisors position in Q2 2026.
First Trust Mid Cap Growth AlphaDEX Fund made up 0.44% of Clear Point Advisors's portfolio in Q2 2026, its #58 holding.
Clear Point Advisors first reported a position in First Trust Mid Cap Growth AlphaDEX Fund in Q4 2023 and has held it in 10 quarters since.
128 funds tracked by Wall St. Rank held First Trust Mid Cap Growth AlphaDEX Fund as of Q2 2026.

Based on Clear Point Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.