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

Darwin 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
Q1 		– Sell
-8
Closed -$729 – 646
2025
Q4 		$729 Buy
+8
New +$735 ﹤0.01% 575

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NA
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Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
P
&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Darwin Wealth Management's FNY Position: Q1 2026 in Review

Darwin Wealth Management sold out of First Trust Mid Cap Growth AlphaDEX Fund (FNY) in Q1 2026, closing a stake of 8 shares — an estimated $729 sold.

Darwin Wealth Management first reported a position in FNY in Q4 2025 and held it in 1 quarter. The position peaked at $729 in Q4 2025. 123 funds tracked by Wall St. Rank hold FNY as of Q1 2026.

  • Darwin Wealth Management reported no remaining First Trust Mid Cap Growth AlphaDEX Fund position as of Q1 2026 after selling out during the quarter.
  • Darwin Wealth Management sold 8 First Trust Mid Cap Growth AlphaDEX Fund shares in Q1 2026, an estimated $729.
  • Darwin Wealth Management first reported a position in First Trust Mid Cap Growth AlphaDEX Fund in Q4 2025 and held it in 1 quarter.
  • Darwin Wealth Management's First Trust Mid Cap Growth AlphaDEX Fund position peaked at $729 in Q4 2025.
  • 123 funds tracked by Wall St. Rank held First Trust Mid Cap Growth AlphaDEX Fund as of Q1 2026.

Based on Darwin Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.