GRP
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Global Retirement Partners’s First Trust Mid Cap Growth AlphaDEX Fund FNY Stock Holding History

Global Retirement 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 		$2.37M Buy
+21,399
New +$2.18M 0.04% 436
2025
Q4 		$2.04M Sell
22,322
-215
-1% -$19.7K 0.04% 428
2025
Q3 		$2.06M Buy
22,537
+956
+4% +$82.5K 0.05% 346
2025
Q2 		$1.78M Buy
+21,581
New +$1.66M 0.04% 368
2024
Q4 		$1.77M Buy
22,113
+2,179
+11% +$181K 0.05% 325
2024
Q3 		$1.59M Sell
19,934
-303
-1% -$22.9K 0.05% 340
2024
Q2 		$1.49M Buy
20,237
+11,974
+145% +$874K 0.05% 331
2024
Q1 		$625K Sell
8,263
-35
-0.4% -$2.45K 0.02% 475
2023
Q4 		$548K Buy
8,298
+7,244
+687% +$445K 0.02% 475
2023
Q3 		$62.4K Buy
1,054
+100
+10% +$6.38K ﹤0.01% 1165
2023
Q2 		$61.8K Hold
954
– – ﹤0.01% 1171
2023
Q1 		$56.2K Buy
954
+75
+9% +$4.46K ﹤0.01% 1183
2022
Q4 		$49.6K Hold
879
– – ﹤0.01% 1088
2022
Q3 		$52K Buy
879
+705
+405% +$41.5K ﹤0.01% 993
2022
Q2 		$10K Sell
174
-9
-5% -$546 ﹤0.01% 1624
2022
Q1 		$11K Buy
+183
New +$12.1K ﹤0.01% 1579
2018
Q2 		– Sell
-29,732
Closed -$1.21M – 1535
2018
Q1 		$1.21M Buy
+29,732
New +$1.22M 0.33% 61
2017
Q3 		– Sell
-749
Closed -$26K – 1220
2017
Q2 		$26K Buy
+749
New +$25.5K 0.01% 535

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

Global Retirement Partners's FNY Position: Q2 2026 in Review

Global Retirement Partners opened a new position in First Trust Mid Cap Growth AlphaDEX Fund (FNY) in Q2 2026: 21,399 shares worth $2.37M. The stake represents 0.04% of the portfolio and ranks #436 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in FNY as recently as Q4 2025.

Global Retirement Partners first reported a position in FNY in Q2 2017 and has held it in 18 quarters since. 127 funds tracked by Wall St. Rank hold FNY as of Q2 2026.

  • Global Retirement Partners held 21,399 shares of First Trust Mid Cap Growth AlphaDEX Fund worth $2.37M as of Q2 2026.
  • First Trust Mid Cap Growth AlphaDEX Fund was a new Global Retirement Partners position in Q2 2026.
  • First Trust Mid Cap Growth AlphaDEX Fund made up 0.04% of Global Retirement Partners's portfolio in Q2 2026, its #436 holding.
  • Global Retirement Partners first reported a position in First Trust Mid Cap Growth AlphaDEX Fund in Q2 2017 and has held it in 18 quarters since.
  • 127 funds tracked by Wall St. Rank held First Trust Mid Cap Growth AlphaDEX Fund as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.