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Cornerstone Wealth Management’s First Trust Mid Cap Growth AlphaDEX Fund FNY Stock Holding History

Cornerstone Wealth Management’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 		$598K Sell
5,394
-271
-5% -$27.6K 0.03% 447
2026
Q1 		$513K Hold
5,665
– – 0.03% 446
2025
Q4 		$517K Sell
5,665
-143
-2% -$13.1K 0.03% 412
2025
Q3 		$532K Buy
5,808
+127
+2% +$11K 0.03% 402
2025
Q2 		$468K Hold
5,681
– – 0.03% 404
2025
Q1 		$425K Sell
5,681
-129
-2% -$10.4K 0.03% 401
2024
Q4 		$465K Hold
5,810
– – 0.03% 369
2024
Q3 		$463K Hold
5,810
– – 0.03% 370
2024
Q2 		$427K Hold
5,810
– – 0.03% 360
2024
Q1 		$439K Sell
5,810
-123
-2% -$8.61K 0.04% 352
2023
Q4 		$404K Hold
5,933
– – 0.03% 360
2023
Q3 		$360K Sell
5,933
-1,749
-23% -$112K 0.03% 381
2023
Q2 		$498K Buy
7,682
+56
+0.7% +$3.38K 0.04% 307
2023
Q1 		$454K Buy
+7,626
New +$454K 0.04% 292
2022
Q3 		$458K Sell
8,558
-2,512
-23% -$148K 0.05% 274
2022
Q2 		$605K Buy
11,070
+197
+2% +$12K 0.07% 229
2022
Q1 		$725K Buy
10,873
+731
+7% +$48.4K 0.07% 216
2021
Q4 		$755K Sell
10,142
-75
-0.7% -$5.6K 0.07% 225
2021
Q3 		$735K Sell
10,217
-12,399
-55% -$914K 0.08% 220
2021
Q2 		$1.7M Sell
22,616
-8,925
-28% -$626K 0.18% 120
2021
Q1 		$2.14M Sell
31,541
-7,670
-20% -$534K 0.25% 87
2020
Q4 		$2.56M Buy
39,211
+14,419
+58% +$859K 0.32% 65
2020
Q3 		$1.33M Buy
24,792
+14,239
+135% +$733K 0.2% 103
2020
Q2 		$504K Sell
10,553
-13
-0.1% -$566 0.08% 212
2020
Q1 		$390K Sell
10,566
-2,403
-19% -$109K 0.08% 225
2019
Q4 		$621K Sell
12,969
-963
-7% -$44.7K 0.1% 180
2019
Q3 		$623K Sell
13,932
-861
-6% -$39.5K 0.11% 180
2019
Q2 		$668K Sell
14,793
-18,047
-55% -$799K 0.12% 175
2019
Q1 		$1.36M Buy
32,840
+17,564
+115% +$728K 0.17% 149
2018
Q4 		$552K Sell
15,276
-323,464
-95% -$13M 0.12% 182
2018
Q3 		$9.1M Sell
338,740
-307,628
-48% -$14M 0.11% 191
2018
Q2 		$14.9M Buy
646,368
+631,485
+4,243% +$26.8M 0.17% 138
2018
Q1 		$589K Buy
14,883
+5,630
+61% +$231K 0.11% 178
2017
Q4 		$376K Buy
9,253
+152
+2% +$5.82K 0.07% 265
2017
Q3 		$339K Sell
9,101
-869
-9% -$30.5K 0.07% 266
2017
Q2 		$347K Sell
9,970
-1,525
-13% -$51.9K 0.08% 245
2017
Q1 		$382K Buy
11,495
+1,375
+14% +$45.1K 0.09% 214
2016
Q4 		$319K Hold
10,120
– – 0.1% 197
2016
Q3 		$308K Buy
+10,120
New +$313K 0.11% 185
2016
Q1 		$1.47M Buy
+29,401
New +$800K 1.12% 20

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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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

Cornerstone Wealth Management's FNY Position: Q2 2026 in Review

Cornerstone Wealth Management reduced its First Trust Mid Cap Growth AlphaDEX Fund (FNY) stake by 4.8% in Q2 2026, selling an estimated $27.6K and leaving 5,394 shares worth $598K. The position accounts for 0.03% of the portfolio, ranked #447.

Cornerstone Wealth Management first reported a position in FNY in Q1 2016 and has held it in 40 quarters since. The position peaked at $14.9M in Q2 2018. 40 funds tracked by Wall St. Rank hold FNY as of Q2 2026.

  • Cornerstone Wealth Management held 5,394 shares of First Trust Mid Cap Growth AlphaDEX Fund worth $598K as of Q2 2026.
  • Cornerstone Wealth Management sold 271 First Trust Mid Cap Growth AlphaDEX Fund shares in Q2 2026, an estimated $27.6K.
  • First Trust Mid Cap Growth AlphaDEX Fund made up 0.03% of Cornerstone Wealth Management's portfolio in Q2 2026, its #447 holding.
  • Cornerstone Wealth Management first reported a position in First Trust Mid Cap Growth AlphaDEX Fund in Q1 2016 and has held it in 40 quarters since.
  • Cornerstone Wealth Management's First Trust Mid Cap Growth AlphaDEX Fund position peaked at $14.9M in Q2 2018.
  • 40 funds tracked by Wall St. Rank held First Trust Mid Cap Growth AlphaDEX Fund as of Q2 2026.

Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.