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Golden State Equity Partners’s First Trust Mid Cap Growth AlphaDEX Fund FNY Stock Holding History

Golden State Equity 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 		– Sell
-310
Closed -$28.1K – 841
2026
Q1 		$28.1K Buy
+310
New +$29.4K ﹤0.01% 1012

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NA
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UBS Group
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Envestnet Asset Management
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Raymond James Financial
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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Golden State Equity Partners's FNY Position: Q2 2026 in Review

Golden State Equity Partners sold out of First Trust Mid Cap Growth AlphaDEX Fund (FNY) in Q2 2026, closing a stake of 310 shares — an estimated $28.1K sold.

Golden State Equity Partners first reported a position in FNY in Q1 2026 and held it in 1 quarter. The position peaked at $28.1K in Q1 2026. 128 funds tracked by Wall St. Rank hold FNY as of Q2 2026.

  • Golden State Equity Partners reported no remaining First Trust Mid Cap Growth AlphaDEX Fund position as of Q2 2026 after selling out during the quarter.
  • Golden State Equity Partners sold 310 First Trust Mid Cap Growth AlphaDEX Fund shares in Q2 2026, an estimated $28.1K.
  • Golden State Equity Partners first reported a position in First Trust Mid Cap Growth AlphaDEX Fund in Q1 2026 and held it in 1 quarter.
  • Golden State Equity Partners's First Trust Mid Cap Growth AlphaDEX Fund position peaked at $28.1K in Q1 2026.
  • 128 funds tracked by Wall St. Rank held First Trust Mid Cap Growth AlphaDEX Fund as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.