Fidelity Investments
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Fidelity Investments’s First Trust Mid Cap Growth AlphaDEX Fund FNY Stock Holding History

Fidelity Investments’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 		$19.3K Buy
174
+26
+18% +$2.65K ﹤0.01% 4675
2026
Q1 		$13.4K Hold
148
– – ﹤0.01% 4670
2025
Q4 		$13.5K Sell
148
-36
-20% -$3.31K ﹤0.01% 4631
2025
Q3 		$16.8K Buy
184
+37
+25% +$3.19K ﹤0.01% 4415
2025
Q2 		$12.1K Hold
147
– – ﹤0.01% 4467
2025
Q1 		$11K Buy
147
+98
+200% +$7.88K ﹤0.01% 4465
2024
Q4 		$3.88K Buy
49
+14
+40% +$1.16K ﹤0.01% 4717
2024
Q3 		$2.75K Sell
35
-1
-3% -$76 ﹤0.01% 4737
2024
Q2 		$2.65K Sell
36
-74
-67% -$5.4K ﹤0.01% 4680
2024
Q1 		$8.32K Buy
110
+84
+323% +$5.88K ﹤0.01% 4341
2023
Q4 		$1.77K Sell
26
-1
-4% -$61 ﹤0.01% 4673
2023
Q3 		$1.64K Hold
27
– – ﹤0.01% 4582
2023
Q2 		$1.75K Sell
27
-9
-25% -$542 ﹤0.01% 4628
2023
Q1 		$2.14K Hold
36
– – ﹤0.01% 4613
2022
Q4 		$2.03K Hold
36
– – ﹤0.01% 4512
2022
Q3 		$2K Sell
36
-14
-28% -$823 ﹤0.01% 4541
2022
Q2 		$3K Sell
50
-262
-84% -$15.9K ﹤0.01% 4450
2022
Q1 		$21K Sell
312
-78
-20% -$5.16K ﹤0.01% 3990
2021
Q4 		$29K Buy
390
+296
+315% +$22.1K ﹤0.01% 3365
2021
Q3 		$7K Buy
94
+1
+1% +$74 ﹤0.01% 3688
2021
Q2 		$7K Buy
93
+53
+133% +$3.72K ﹤0.01% 3630
2021
Q1 		$3K Buy
40
+21
+111% +$1.46K ﹤0.01% 3634
2020
Q4 		$1K Hold
19
– – ﹤0.01% 3682
2020
Q3 		$1K Hold
19
– – ﹤0.01% 3556
2020
Q2 		$1K Sell
19
-213
-92% -$9.27K ﹤0.01% 3460
2020
Q1 		$9K Buy
232
+213
+1,121% +$9.62K ﹤0.01% 3126
2019
Q4 		$1K Hold
19
– – ﹤0.01% 3645
2019
Q3 		$1K Buy
+19
New +$872 ﹤0.01% 3640

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

Fidelity Investments's FNY Position: Q2 2026 in Review

Fidelity Investments increased its First Trust Mid Cap Growth AlphaDEX Fund (FNY) stake by 18% in Q2 2026, buying an estimated $2.65K and bringing the position to 174 shares worth $19.3K. The position accounts for ﹤0.01% of the portfolio, ranked #4675.

Fidelity Investments first reported a position in FNY in Q3 2019 and has held it in 28 quarters since. The position peaked at $29K in Q4 2021. 127 funds tracked by Wall St. Rank hold FNY as of Q2 2026.

  • Fidelity Investments held 174 shares of First Trust Mid Cap Growth AlphaDEX Fund worth $19.3K as of Q2 2026.
  • Fidelity Investments bought 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 ﹤0.01% of Fidelity Investments's portfolio in Q2 2026, its #4675 holding.
  • Fidelity Investments first reported a position in First Trust Mid Cap Growth AlphaDEX Fund in Q3 2019 and has held it in 28 quarters since.
  • Fidelity Investments's First Trust Mid Cap Growth AlphaDEX Fund position peaked at $29K in Q4 2021.
  • 127 funds tracked by Wall St. Rank held First Trust Mid Cap Growth AlphaDEX Fund as of Q2 2026.

Based on Fidelity Investments's 13F filing for Q2 2026, filed 13 Aug 2026.