HighTower Advisors
FNY icon

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

HighTower 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
2025
Q2 		– Sell
-4,081
Closed -$306K – 3839
2025
Q1 		$306K Buy
+4,081
New +$328K ﹤0.01% 2854
2022
Q4 		– Sell
-5,121
Closed -$275K – 3401
2022
Q3 		$275K Sell
5,121
-14
-0.3% -$823 ﹤0.01% 2401
2022
Q2 		$284K Sell
5,135
-117
-2% -$7.1K ﹤0.01% 2401
2022
Q1 		$348K Hold
5,252
– – ﹤0.01% 2417
2021
Q4 		$393K Sell
5,252
-136
-3% -$10.2K ﹤0.01% 2315
2021
Q3 		$387K Sell
5,388
-186
-3% -$13.7K ﹤0.01% 2242
2021
Q2 		$420K Sell
5,574
-1,138
-17% -$79.8K ﹤0.01% 2154
2021
Q1 		$455K Sell
6,712
-2,263
-25% -$157K ﹤0.01% 2032
2020
Q4 		$587K Sell
8,975
-68
-0.8% -$4.05K ﹤0.01% 1558
2020
Q3 		$485K Sell
9,043
-309
-3% -$15.9K ﹤0.01% 1584
2020
Q2 		$449K Sell
9,352
-1,837
-16% -$79.9K ﹤0.01% 1519
2020
Q1 		$411K Sell
11,189
-4,049
-27% -$183K ﹤0.01% 1415
2019
Q4 		$730K Sell
15,238
-258
-2% -$12K ﹤0.01% 1276
2019
Q3 		$693K Sell
15,496
-208
-1% -$9.54K ﹤0.01% 1353
2019
Q2 		$708K Sell
15,704
-7,865
-33% -$348K ﹤0.01% 1350
2019
Q1 		$1.02M Sell
23,569
-1,004
-4% -$41.6K 0.01% 1132
2018
Q4 		$888K Buy
24,573
+532
+2% +$21.3K 0.01% 1094
2018
Q3 		$1.11M Sell
24,041
-357
-1% -$16.2K 0.01% 1073
2018
Q2 		$1.06M Sell
24,398
-54
-0.2% -$2.29K 0.01% 1097
2018
Q1 		$998K Sell
24,452
-23
-0.1% -$942 0.01% 1077
2017
Q4 		$959K Buy
24,475
+316
+1% +$12.1K 0.01% 1128
2017
Q3 		$882K Buy
24,159
+838
+4% +$29.4K 0.01% 1157
2017
Q2 		$807K Buy
23,321
+824
+4% +$28K 0.01% 1158
2017
Q1 		$752K Buy
22,497
+2,826
+14% +$92.7K 0.01% 1158
2016
Q4 		$617K Buy
19,671
+102
+0.5% +$3.13K 0.01% 1171
2016
Q3 		$609K Buy
+19,569
New +$605K 0.01% 1136

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return

HighTower Advisors's FNY Position: Q2 2025 in Review

HighTower Advisors sold out of First Trust Mid Cap Growth AlphaDEX Fund (FNY) in Q2 2025, closing a stake of 4,081 shares — an estimated $306K sold.

HighTower Advisors first reported a position in FNY in Q3 2016 and held it in 26 quarters. The position peaked at $1.11M in Q3 2018. 100 funds tracked by Wall St. Rank hold FNY as of Q2 2025.

  • HighTower Advisors reported no remaining First Trust Mid Cap Growth AlphaDEX Fund position as of Q2 2025 after selling out during the quarter.
  • HighTower Advisors sold 4,081 First Trust Mid Cap Growth AlphaDEX Fund shares in Q2 2025, an estimated $306K.
  • HighTower Advisors first reported a position in First Trust Mid Cap Growth AlphaDEX Fund in Q3 2016 and held it in 26 quarters.
  • HighTower Advisors's First Trust Mid Cap Growth AlphaDEX Fund position peaked at $1.11M in Q3 2018.
  • 100 funds tracked by Wall St. Rank held First Trust Mid Cap Growth AlphaDEX Fund as of Q2 2025.

Based on HighTower Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.