EH
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Equitable Holdings’s First Trust Mid Cap Growth AlphaDEX Fund FNY Stock Holding History

Equitable Holdings’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 		$4.57M Buy
41,242
+15,388
+60% +$1.57M 0.03% 483
2026
Q1 		$2.36M Buy
25,854
+3,828
+17% +$363K 0.02% 669
2025
Q4 		$2.01M Buy
22,026
+1,253
+6% +$115K 0.01% 637
2025
Q3 		$1.9M Sell
20,773
-132
-0.6% -$11.4K 0.01% 631
2025
Q2 		$1.72M Buy
20,905
+2,151
+11% +$165K 0.01% 616
2025
Q1 		$1.4M Buy
18,754
+393
+2% +$31.6K 0.01% 613
2024
Q4 		$1.47M Sell
18,361
-148
-0.8% -$12.3K 0.01% 560
2024
Q3 		$1.47M Buy
18,509
+221
+1% +$16.7K 0.01% 574
2024
Q2 		$1.35M Sell
18,288
-200
-1% -$14.6K 0.01% 576
2024
Q1 		$1.4M Buy
18,488
+569
+3% +$39.8K 0.02% 539
2023
Q4 		$1.22M Buy
17,919
+150
+0.8% +$9.21K 0.02% 533
2023
Q3 		$1.08M Buy
17,769
+826
+5% +$52.7K 0.02% 522
2023
Q2 		$1.1M Buy
16,943
+1,526
+10% +$92K 0.02% 496
2023
Q1 		$917K Sell
15,417
-157
-1% -$9.34K 0.01% 488
2022
Q4 		$878K Sell
15,574
-158
-1% -$9.15K 0.02% 478
2022
Q3 		$842K Buy
15,732
+1
+0% +$59 0.02% 437
2022
Q2 		$860K Sell
15,731
-65
-0.4% -$3.95K 0.02% 441
2022
Q1 		$1.05M Buy
15,796
+155
+1% +$10.3K 0.02% 396
2021
Q4 		$1.16M Buy
15,641
+195
+1% +$14.6K 0.02% 370
2021
Q3 		$1.11M Buy
15,446
+373
+2% +$27.5K 0.02% 360
2021
Q2 		$1.14M Buy
15,073
+1,415
+10% +$99.3K 0.02% 345
2021
Q1 		$928K Buy
13,658
+1,090
+9% +$75.8K 0.02% 361
2020
Q4 		$822K Buy
12,568
+300
+2% +$17.9K 0.02% 350
2020
Q3 		$656K Sell
12,268
-198
-2% -$10.2K 0.02% 369
2020
Q2 		$596K Buy
12,466
+1,444
+13% +$62.8K 0.02% 375
2020
Q1 		$407K Sell
11,022
-775
-7% -$35K 0.01% 400
2019
Q4 		$565K Buy
+11,797
New +$547K 0.02% 379

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

Equitable Holdings's FNY Position: Q2 2026 in Review

Equitable Holdings increased its First Trust Mid Cap Growth AlphaDEX Fund (FNY) stake by 60% in Q2 2026, buying an estimated $1.57M and bringing the position to 41,242 shares worth $4.57M. The position accounts for 0.03% of the portfolio, ranked #483.

Equitable Holdings first reported a position in FNY in Q4 2019 and has held it in 27 quarters since. 128 funds tracked by Wall St. Rank hold FNY as of Q2 2026.

  • Equitable Holdings held 41,242 shares of First Trust Mid Cap Growth AlphaDEX Fund worth $4.57M as of Q2 2026.
  • Equitable Holdings bought 15,388 First Trust Mid Cap Growth AlphaDEX Fund shares in Q2 2026, an estimated $1.57M.
  • First Trust Mid Cap Growth AlphaDEX Fund made up 0.03% of Equitable Holdings's portfolio in Q2 2026, its #483 holding.
  • Equitable Holdings first reported a position in First Trust Mid Cap Growth AlphaDEX Fund in Q4 2019 and has held it in 27 quarters since.
  • 128 funds tracked by Wall St. Rank held First Trust Mid Cap Growth AlphaDEX Fund as of Q2 2026.

Based on Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.