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BFC Planning, Inc.’s First Trust Mid Cap Growth AlphaDEX Fund FNY Stock Holding History

BFC Planning, 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 		$13.5K Buy
+122
New +$12.4K ﹤0.01% 2208
2026
Q1 		– Sell
-234
Closed -$21.3K – 3128
2025
Q4 		$21.3K Buy
+234
New +$21.5K ﹤0.01% 1727

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BFC Planning, Inc.'s FNY Position: Q2 2026 in Review

BFC Planning, Inc. opened a new position in First Trust Mid Cap Growth AlphaDEX Fund (FNY) in Q2 2026: 122 shares worth $13.5K. The stake represents ﹤0.01% of the portfolio and ranks #2208 among its holdings. This is a return to the name: BFC Planning, Inc. previously reported a position in FNY as recently as Q4 2025.

BFC Planning, Inc. first reported a position in FNY in Q4 2025 and has held it in 2 quarters since. The position peaked at $21.3K in Q4 2025. 129 funds tracked by Wall St. Rank hold FNY as of Q2 2026.

  • BFC Planning, Inc. held 122 shares of First Trust Mid Cap Growth AlphaDEX Fund worth $13.5K as of Q2 2026.
  • First Trust Mid Cap Growth AlphaDEX Fund was a new BFC Planning, Inc. position in Q2 2026.
  • First Trust Mid Cap Growth AlphaDEX Fund made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #2208 holding.
  • BFC Planning, Inc. first reported a position in First Trust Mid Cap Growth AlphaDEX Fund in Q4 2025 and has held it in 2 quarters since.
  • BFC Planning, Inc.'s First Trust Mid Cap Growth AlphaDEX Fund position peaked at $21.3K in Q4 2025.
  • 129 funds tracked by Wall St. Rank held First Trust Mid Cap Growth AlphaDEX Fund as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.