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Farther Finance Advisors’s First Trust Mid Cap Growth AlphaDEX Fund FNY Stock Holding History

Farther Finance Advisors’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 		$1.89K Hold
17
– – ﹤0.01% 5185
2026
Q1 		$1.56K Hold
17
– – ﹤0.01% 4984
2025
Q4 		$1.55K Hold
17
– – ﹤0.01% 4786
2025
Q3 		$1.56K Hold
17
– – ﹤0.01% 4227
2025
Q2 		$1.4K Hold
17
– – ﹤0.01% 3815
2025
Q1 		$1.28K Buy
+17
New +$1.37K ﹤0.01% 3542

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

Farther Finance Advisors's FNY Position: Q2 2026 in Review

Farther Finance Advisors held its First Trust Mid Cap Growth AlphaDEX Fund (FNY) position steady in Q2 2026 at 17 shares worth $1.89K. The position accounts for ﹤0.01% of the portfolio, ranked #5185.

Farther Finance Advisors first reported a position in FNY in Q1 2025 and has held it in 6 quarters since. 128 funds tracked by Wall St. Rank hold FNY as of Q2 2026.

  • Farther Finance Advisors held 17 shares of First Trust Mid Cap Growth AlphaDEX Fund worth $1.89K as of Q2 2026.
  • Farther Finance Advisors 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 Farther Finance Advisors's portfolio in Q2 2026, its #5185 holding.
  • Farther Finance Advisors first reported a position in First Trust Mid Cap Growth AlphaDEX Fund in Q1 2025 and has held it in 6 quarters since.
  • 128 funds tracked by Wall St. Rank held First Trust Mid Cap Growth AlphaDEX Fund as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.