Creative Planning’s First Trust Mid Cap Growth AlphaDEX Fund FNY Stock Holding History

Creative Planning’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	$566K	Buy	6,252 +7	+0.1%	+$665	﹤0.01%	2937
2025 Q4	$570K	Hold	6,245	–	–	﹤0.01%	2723
2025 Q3	$572K	Sell	6,245 -1,250	-17%	-$108K	﹤0.01%	2590
2025 Q2	$618K	Sell	7,495 -2,090	-22%	-$161K	﹤0.01%	2272
2025 Q1	$718K	Buy	+9,585	New	+$771K	﹤0.01%	1987
2015 Q2	–	Sell	-2,400	Closed	-$75K	–	1756
2015 Q1	$75K	Hold	2,400	–	–	﹤0.01%	1738
2014 Q4	$71K	Buy	+2,400	New	+$67.9K	﹤0.01%	1754

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

Creative Planning's FNY Position: Q1 2026 in Review

Creative Planning increased its First Trust Mid Cap Growth AlphaDEX Fund (FNY) stake by 0.11% in Q1 2026, buying an estimated $665 and bringing the position to 6,252 shares worth $566K. The position accounts for ﹤0.01% of the portfolio, ranked #2937.

Creative Planning first reported a position in FNY in Q4 2014 and has held it in 7 quarters since. The position peaked at $718K in Q1 2025. 122 funds tracked by Wall St. Rank hold FNY as of Q1 2026.

Creative Planning held 6,252 shares of First Trust Mid Cap Growth AlphaDEX Fund worth $566K as of Q1 2026.
Creative Planning bought 7 First Trust Mid Cap Growth AlphaDEX Fund shares in Q1 2026, an estimated $665.
First Trust Mid Cap Growth AlphaDEX Fund made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2937 holding.
Creative Planning first reported a position in First Trust Mid Cap Growth AlphaDEX Fund in Q4 2014 and has held it in 7 quarters since.
Creative Planning's First Trust Mid Cap Growth AlphaDEX Fund position peaked at $718K in Q1 2025.
122 funds tracked by Wall St. Rank held First Trust Mid Cap Growth AlphaDEX Fund as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.