HHM Wealth Advisors’s First Trust Mid Cap Growth AlphaDEX Fund FNY Stock Holding History

HHM Wealth Advisors’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	$44.8K	Hold	404	–	–	﹤0.01%	402
2026 Q1	$36.6K	Hold	404	–	–	﹤0.01%	409
2025 Q4	$36.8K	Hold	404	–	–	﹤0.01%	408
2025 Q3	$37K	Hold	404	–	–	﹤0.01%	417
2025 Q2	$33.3K	Hold	404	–	–	﹤0.01%	434
2025 Q1	$30.3K	Hold	404	–	–	﹤0.01%	450
2024 Q4	$32.3K	Hold	404	–	–	﹤0.01%	429
2024 Q3	$32.2K	Hold	404	–	–	﹤0.01%	399
2024 Q2	$29.7K	Hold	404	–	–	﹤0.01%	403
2024 Q1	$30.5K	Buy	+404	New	+$28.3K	0.01%	354
2022 Q3	–	Sell	-10	Closed	-$1K	–	703
2022 Q2	$1K	Buy	+10	New	+$607	﹤0.01%	757

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 22.9% 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

HHM Wealth Advisors's FNY Position: Q2 2026 in Review

HHM Wealth Advisors held its First Trust Mid Cap Growth AlphaDEX Fund (FNY) position steady in Q2 2026 at 404 shares worth $44.8K. The position accounts for ﹤0.01% of the portfolio, ranked #402.

HHM Wealth Advisors first reported a position in FNY in Q2 2022 and has held it in 11 quarters since. 127 funds tracked by Wall St. Rank hold FNY as of Q2 2026.

HHM Wealth Advisors held 404 shares of First Trust Mid Cap Growth AlphaDEX Fund worth $44.8K as of Q2 2026.
HHM Wealth Advisors left its First Trust Mid Cap Growth AlphaDEX Fund share count unchanged in Q2 2026.
First Trust Mid Cap Growth AlphaDEX Fund made up ﹤0.01% of HHM Wealth Advisors's portfolio in Q2 2026, its #402 holding.
HHM Wealth Advisors first reported a position in First Trust Mid Cap Growth AlphaDEX Fund in Q2 2022 and has held it in 11 quarters since.
127 funds tracked by Wall St. Rank held First Trust Mid Cap Growth AlphaDEX Fund as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.