Gateway Wealth Partners’s First Trust Mid Cap Growth AlphaDEX Fund FNY Stock Holding History

Gateway Wealth Partners’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	$395K	Sell	3,565 -3,287	-48%	-$335K	0.02%	538
2026 Q1	$620K	Buy	6,852 +3,542	+107%	+$336K	0.02%	500
2025 Q4	$302K	Sell	3,310 -21	-0.6%	-$1.93K	0.03%	366
2025 Q3	$305K	Sell	3,331 -215	-6%	-$18.6K	0.04%	318
2025 Q2	$292K	Sell	3,546 -99	-3%	-$7.6K	0.06%	284
2025 Q1	$273K	Buy	3,645 +84	+2%	+$6.75K	0.06%	263
2024 Q4	$285K	Buy	3,561 +209	+6%	+$17.3K	0.07%	237
2024 Q3	$267K	Buy	3,352 +142	+4%	+$10.8K	0.07%	230
2024 Q2	$236K	Buy	+3,210	New	+$234K	0.07%	235

Other funds holding FNY

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Gateway Wealth Partners's FNY Position: Q2 2026 in Review

Gateway Wealth Partners reduced its First Trust Mid Cap Growth AlphaDEX Fund (FNY) stake by 48% in Q2 2026, selling an estimated $335K and leaving 3,565 shares worth $395K. The position accounts for 0.02% of the portfolio, ranked #538.

Gateway Wealth Partners first reported a position in FNY in Q2 2024 and has held it in 9 quarters since. The position peaked at $620K in Q1 2026. 128 funds tracked by Wall St. Rank hold FNY as of Q2 2026.

Gateway Wealth Partners held 3,565 shares of First Trust Mid Cap Growth AlphaDEX Fund worth $395K as of Q2 2026.
Gateway Wealth Partners sold 3,287 First Trust Mid Cap Growth AlphaDEX Fund shares in Q2 2026, an estimated $335K.
First Trust Mid Cap Growth AlphaDEX Fund made up 0.02% of Gateway Wealth Partners's portfolio in Q2 2026, its #538 holding.
Gateway Wealth Partners first reported a position in First Trust Mid Cap Growth AlphaDEX Fund in Q2 2024 and has held it in 9 quarters since.
Gateway Wealth Partners's First Trust Mid Cap Growth AlphaDEX Fund position peaked at $620K in Q1 2026.
128 funds tracked by Wall St. Rank held First Trust Mid Cap Growth AlphaDEX Fund as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.