HighTower Advisors
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HighTower Advisors’s First Trust Mid Cap Value AlphaDEX Fund FNK Stock Holding History

HighTower Advisors’s Portfolio FNK Stock Details FNK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-5,127
Closed -$293K – 3883
2026
Q1 		$293K Buy
+5,127
New +$300K ﹤0.01% 3204

Other funds holding FNK

TIM
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Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

HighTower Advisors's FNK Position: Q2 2026 in Review

HighTower Advisors sold out of First Trust Mid Cap Value AlphaDEX Fund (FNK) in Q2 2026, closing a stake of 5,127 shares — an estimated $293K sold.

HighTower Advisors first reported a position in FNK in Q1 2026 and held it in 1 quarter. The position peaked at $293K in Q1 2026. 58 funds tracked by Wall St. Rank hold FNK as of Q2 2026.

  • HighTower Advisors reported no remaining First Trust Mid Cap Value AlphaDEX Fund position as of Q2 2026 after selling out during the quarter.
  • HighTower Advisors sold 5,127 First Trust Mid Cap Value AlphaDEX Fund shares in Q2 2026, an estimated $293K.
  • HighTower Advisors first reported a position in First Trust Mid Cap Value AlphaDEX Fund in Q1 2026 and held it in 1 quarter.
  • HighTower Advisors's First Trust Mid Cap Value AlphaDEX Fund position peaked at $293K in Q1 2026.
  • 58 funds tracked by Wall St. Rank held First Trust Mid Cap Value AlphaDEX Fund as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.