Farmers & Merchants Investments Inc’s First Trust Mid Cap Growth AlphaDEX Fund FNY Stock Holding History

Farmers & Merchants Investments Inc’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	$15.2K	Hold	137	–	–	﹤0.01%	674
2026 Q1	$12.4K	Hold	137	–	–	﹤0.01%	707
2025 Q4	$12.5K	Hold	137	–	–	﹤0.01%	676
2025 Q3	$12.6K	Hold	137	–	–	﹤0.01%	684
2025 Q2	$11.3K	Buy	+137	New	+$10.5K	﹤0.01%	696
2024 Q2	–	Sell	-76	Closed	-$5.75K	–	1787
2024 Q1	$5.75K	Hold	76	–	–	﹤0.01%	723
2023 Q4	$5.18K	Buy	+76	New	+$4.67K	﹤0.01%	751

Other funds holding FNY

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

WMP

Wealth Management Partners Tucson, Arizona $425M AUM 60.71% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Win Advisors Palm Beach Gardens, Florida $281M AUM 93.52% 1-Year Est. Return

BPFA

Barnes Pettey Financial Advisors Clarksdale, Mississippi $319M AUM 23.56% 1-Year Est. Return

Farmers & Merchants Investments Inc's FNY Position: Q2 2026 in Review

Farmers & Merchants Investments Inc held its First Trust Mid Cap Growth AlphaDEX Fund (FNY) position steady in Q2 2026 at 137 shares worth $15.2K. The position accounts for ﹤0.01% of the portfolio, ranked #674.

Farmers & Merchants Investments Inc first reported a position in FNY in Q4 2023 and has held it in 7 quarters since. 75 funds tracked by Wall St. Rank hold FNY as of Q2 2026.

Farmers & Merchants Investments Inc held 137 shares of First Trust Mid Cap Growth AlphaDEX Fund worth $15.2K as of Q2 2026.
Farmers & Merchants Investments Inc left its First Trust Mid Cap Growth AlphaDEX Fund share count unchanged in Q2 2026.
First Trust Mid Cap Growth AlphaDEX Fund made up ﹤0.01% of Farmers & Merchants Investments Inc's portfolio in Q2 2026, its #674 holding.
Farmers & Merchants Investments Inc first reported a position in First Trust Mid Cap Growth AlphaDEX Fund in Q4 2023 and has held it in 7 quarters since.
75 funds tracked by Wall St. Rank held First Trust Mid Cap Growth AlphaDEX Fund as of Q2 2026.

Based on Farmers & Merchants Investments Inc's 13F filing for Q2 2026, filed 20 Jul 2026.