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Harbour Investments’s First Trust Mid Cap Growth AlphaDEX Fund FNY Stock Holding History

Harbour Investments’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
Q1 		$326K Buy
3,599
+500
+16% +$47.5K 0.01% 1264
2025
Q4 		$283K Sell
3,099
-2
-0.1% -$184 0.01% 1121
2025
Q3 		$284K Buy
3,101
+23
+0.7% +$1.99K 0.01% 1083
2025
Q2 		$254K Sell
3,078
-15
-0.5% -$1.15K 0.01% 1066
2025
Q1 		$232K Sell
3,093
-138
-4% -$11.1K 0.01% 1034
2024
Q4 		$258K Buy
3,231
+400
+14% +$33.2K 0.01% 930
2024
Q3 		$225K Sell
2,831
-331
-10% -$25.1K 0.01% 972
2024
Q2 		$233K Sell
3,162
-516
-14% -$37.7K 0.01% 889
2024
Q1 		$278K Buy
3,678
+2,246
+157% +$157K 0.01% 797
2023
Q4 		$97.5K Buy
1,432
+211
+17% +$13K ﹤0.01% 1146
2023
Q3 		$74.1K Sell
1,221
-21
-2% -$1.34K ﹤0.01% 1164
2023
Q2 		$80.5K Sell
1,242
-86
-6% -$5.18K ﹤0.01% 1144
2023
Q1 		$79K Sell
1,328
-224
-14% -$13.3K ﹤0.01% 1153
2022
Q4 		$87.5K Sell
1,552
-84
-5% -$4.86K 0.01% 1070
2022
Q3 		$89K Hold
1,636
– – 0.01% 1025
2022
Q2 		$89K Buy
+1,636
New +$99.3K 0.01% 1025
2021
Q4 		$136K Sell
1,831
-3,537
-66% -$264K 0.01% 848
2021
Q3 		$386K Sell
5,368
-75
-1% -$5.53K 0.01% 750
2021
Q2 		$410K Sell
5,443
-8,166
-60% -$573K 0.01% 758
2021
Q1 		$925K Buy
+13,609
New +$947K 0.03% 432

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 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

Harbour Investments's FNY Position: Q1 2026 in Review

Harbour Investments increased its First Trust Mid Cap Growth AlphaDEX Fund (FNY) stake by 16% in Q1 2026, buying an estimated $47.5K and bringing the position to 3,599 shares worth $326K. The position accounts for 0.01% of the portfolio, ranked #1264.

Harbour Investments first reported a position in FNY in Q1 2021 and has held it in 20 quarters since. The position peaked at $925K in Q1 2021. 122 funds tracked by Wall St. Rank hold FNY as of Q1 2026.

  • Harbour Investments held 3,599 shares of First Trust Mid Cap Growth AlphaDEX Fund worth $326K as of Q1 2026.
  • Harbour Investments bought 500 First Trust Mid Cap Growth AlphaDEX Fund shares in Q1 2026, an estimated $47.5K.
  • First Trust Mid Cap Growth AlphaDEX Fund made up 0.01% of Harbour Investments's portfolio in Q1 2026, its #1264 holding.
  • Harbour Investments first reported a position in First Trust Mid Cap Growth AlphaDEX Fund in Q1 2021 and has held it in 20 quarters since.
  • Harbour Investments's First Trust Mid Cap Growth AlphaDEX Fund position peaked at $925K in Q1 2021.
  • 122 funds tracked by Wall St. Rank held First Trust Mid Cap Growth AlphaDEX Fund as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.