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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
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

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
P
&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Dominguez Wealth Management Solutions's FNY Position: Q2 2026 in Review

Dominguez Wealth Management Solutions reduced its First Trust Mid Cap Growth AlphaDEX Fund (FNY) stake by 0.34% in Q2 2026, selling an estimated $2.65K and leaving 7,529 shares worth $835K. The position accounts for 0.46% of the portfolio, ranked #35.

Dominguez Wealth Management Solutions first reported a position in FNY in Q4 2022 and has held it in 15 quarters since. 128 funds tracked by Wall St. Rank hold FNY as of Q2 2026.

  • Dominguez Wealth Management Solutions held 7,529 shares of First Trust Mid Cap Growth AlphaDEX Fund worth $835K as of Q2 2026.
  • Dominguez Wealth Management Solutions sold 26 First Trust Mid Cap Growth AlphaDEX Fund shares in Q2 2026, an estimated $2.65K.
  • First Trust Mid Cap Growth AlphaDEX Fund made up 0.46% of Dominguez Wealth Management Solutions's portfolio in Q2 2026, its #35 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 15 quarters since.
  • 128 funds tracked by Wall St. Rank held First Trust Mid Cap Growth AlphaDEX Fund as of Q2 2026.

Based on Dominguez Wealth Management Solutions's 13F filing for Q2 2026, filed 9 Jul 2026.