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 Q2	$684K	Sell	6,167 -85	-1%	-$8.67K	﹤0.01%	2944
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 $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

Creative Planning's FNY Position: Q2 2026 in Review

Creative Planning reduced its First Trust Mid Cap Growth AlphaDEX Fund (FNY) stake by 1.4% in Q2 2026, selling an estimated $8.67K and leaving 6,167 shares worth $684K. The position accounts for ﹤0.01% of the portfolio, ranked #2944.

Creative Planning first reported a position in FNY in Q4 2014 and has held it in 8 quarters since. The position peaked at $718K in Q1 2025. 128 funds tracked by Wall St. Rank hold FNY as of Q2 2026.

Creative Planning held 6,167 shares of First Trust Mid Cap Growth AlphaDEX Fund worth $684K as of Q2 2026.
Creative Planning sold 85 First Trust Mid Cap Growth AlphaDEX Fund shares in Q2 2026, an estimated $8.67K.
First Trust Mid Cap Growth AlphaDEX Fund made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2944 holding.
Creative Planning first reported a position in First Trust Mid Cap Growth AlphaDEX Fund in Q4 2014 and has held it in 8 quarters since.
Creative Planning's First Trust Mid Cap Growth AlphaDEX Fund position peaked at $718K in Q1 2025.
128 funds tracked by Wall St. Rank held First Trust Mid Cap Growth AlphaDEX Fund as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.