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GPS Wealth Strategies Group’s First Trust Mid Cap Growth AlphaDEX Fund FNY Stock Holding History

GPS Wealth Strategies Group’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
2025
Q4 		$59.1K Hold
648
– – 0.05% 202
2025
Q3 		$59.4K Hold
648
– – 0.01% 631
2025
Q2 		$53.4K Hold
648
– – 0.01% 614
2025
Q1 		$48.5K Buy
+648
New +$52.1K 0.01% 617

Other funds holding FNY

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

GPS Wealth Strategies Group's FNY Position: Q4 2025 in Review

GPS Wealth Strategies Group held its First Trust Mid Cap Growth AlphaDEX Fund (FNY) position steady in Q4 2025 at 648 shares worth $59.1K. The position accounts for 0.05% of the portfolio, ranked #202.

GPS Wealth Strategies Group first reported a position in FNY in Q1 2025 and has held it in 4 quarters since. The position peaked at $59.4K in Q3 2025. 120 funds tracked by Wall St. Rank hold FNY as of Q4 2025.

  • GPS Wealth Strategies Group held 648 shares of First Trust Mid Cap Growth AlphaDEX Fund worth $59.1K as of Q4 2025.
  • GPS Wealth Strategies Group left its First Trust Mid Cap Growth AlphaDEX Fund share count unchanged in Q4 2025.
  • First Trust Mid Cap Growth AlphaDEX Fund made up 0.05% of GPS Wealth Strategies Group's portfolio in Q4 2025, its #202 holding.
  • GPS Wealth Strategies Group first reported a position in First Trust Mid Cap Growth AlphaDEX Fund in Q1 2025 and has held it in 4 quarters since.
  • GPS Wealth Strategies Group's First Trust Mid Cap Growth AlphaDEX Fund position peaked at $59.4K in Q3 2025.
  • 120 funds tracked by Wall St. Rank held First Trust Mid Cap Growth AlphaDEX Fund as of Q4 2025.

Based on GPS Wealth Strategies Group's 13F filing for Q4 2025, filed 6 Feb 2026.