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Founders Financial Securities’s First Trust Mid Cap Growth AlphaDEX Fund FNY Stock Holding History

Founders Financial Securities’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 		$766K Sell
6,906
-7
-0.1% -$714 0.04% 336
2026
Q1 		$663K Buy
6,913
+534
+8% +$50.7K 0.04% 333
2025
Q4 		$582K Buy
+6,379
New +$586K 0.03% 361

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

Founders Financial Securities's FNY Position: Q2 2026 in Review

Founders Financial Securities reduced its First Trust Mid Cap Growth AlphaDEX Fund (FNY) stake by 0.1% in Q2 2026, selling an estimated $714 and leaving 6,906 shares worth $766K. The position accounts for 0.04% of the portfolio, ranked #336.

Founders Financial Securities first reported a position in FNY in Q4 2025 and has held it in 3 quarters since. 127 funds tracked by Wall St. Rank hold FNY as of Q2 2026.

  • Founders Financial Securities held 6,906 shares of First Trust Mid Cap Growth AlphaDEX Fund worth $766K as of Q2 2026.
  • Founders Financial Securities sold 7 First Trust Mid Cap Growth AlphaDEX Fund shares in Q2 2026, an estimated $714.
  • First Trust Mid Cap Growth AlphaDEX Fund made up 0.04% of Founders Financial Securities's portfolio in Q2 2026, its #336 holding.
  • Founders Financial Securities first reported a position in First Trust Mid Cap Growth AlphaDEX Fund in Q4 2025 and has held it in 3 quarters since.
  • 127 funds tracked by Wall St. Rank held First Trust Mid Cap Growth AlphaDEX Fund as of Q2 2026.

Based on Founders Financial Securities's 13F filing for Q2 2026, filed 31 Jul 2026.