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

Dominguez Wealth Management Solutions’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
Q3 		$738K Sell
7,466
-63
-0.8% -$6.51K 0.41% 37
2026
Q2 		$835K Sell
7,529
-26
-0.3% -$2.65K 0.46% 35
2026
Q1 		$684K Sell
7,555
-227
-3% -$21.6K 0.41% 38
2025
Q4 		$710K Sell
7,782
-148
-2% -$13.6K 0.43% 39
2025
Q3 		$727K Sell
7,930
-62
-0.8% -$5.35K 0.46% 36
2025
Q2 		$659K Sell
7,992
-76
-0.9% -$5.84K 0.46% 37
2025
Q1 		$604K Sell
8,068
-42
-0.5% -$3.38K 0.44% 40
2024
Q4 		$649K Buy
8,110
+83
+1% +$6.88K 0.47% 37
2024
Q3 		$639K Buy
8,027
+87
+1% +$6.59K 0.46% 39
2024
Q2 		$584K Sell
7,940
-395
-5% -$28.8K 0.44% 39
2024
Q1 		$630K Sell
8,335
-5
-0.1% -$350 0.5% 39
2023
Q4 		$568K Sell
8,340
-62
-0.7% -$3.81K 0.47% 38
2023
Q3 		$510K Buy
8,402
+124
+1% +$7.91K 0.47% 39
2023
Q2 		$536K Buy
8,278
+292
+4% +$17.6K 0.47% 38
2023
Q1 		$475K Buy
7,986
+17
+0.2% +$1.01K 0.44% 37
2022
Q4 		$449K Buy
+7,969
New +$461K 0.45% 38

Other funds holding FNY

VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Dominguez Wealth Management Solutions's FNY Position: Q3 2026 in Review

Dominguez Wealth Management Solutions reduced its First Trust Mid Cap Growth AlphaDEX Fund (FNY) stake by 0.84% in Q3 2026, selling an estimated $6.51K and leaving 7,466 shares worth $738K. The position accounts for 0.41% of the portfolio, ranked #37.

Dominguez Wealth Management Solutions first reported a position in FNY in Q4 2022 and has held it in 16 quarters since. The position peaked at $835K in Q2 2026. 6 funds tracked by Wall St. Rank hold FNY as of Q3 2026.

  • Dominguez Wealth Management Solutions held 7,466 shares of First Trust Mid Cap Growth AlphaDEX Fund worth $738K as of Q3 2026.
  • Dominguez Wealth Management Solutions sold 63 First Trust Mid Cap Growth AlphaDEX Fund shares in Q3 2026, an estimated $6.51K.
  • First Trust Mid Cap Growth AlphaDEX Fund made up 0.41% of Dominguez Wealth Management Solutions's portfolio in Q3 2026, its #37 holding.
  • Dominguez Wealth Management Solutions first reported a position in First Trust Mid Cap Growth AlphaDEX Fund in Q4 2022 and has held it in 16 quarters since.
  • Dominguez Wealth Management Solutions's First Trust Mid Cap Growth AlphaDEX Fund position peaked at $835K in Q2 2026.
  • 6 funds tracked by Wall St. Rank held First Trust Mid Cap Growth AlphaDEX Fund as of Q3 2026.

Based on Dominguez Wealth Management Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.