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Hilltop National Bank’s First Trust Mid Cap Growth AlphaDEX Fund FNY Stock Holding History

Hilltop National Bank’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 		– Sell
-91
Closed -$8.3K – 809
2025
Q4 		$8.3K Hold
91
– – ﹤0.01% 669
2025
Q3 		$8.34K Hold
91
– – ﹤0.01% 668
2025
Q2 		$7.5K Buy
+91
New +$6.99K ﹤0.01% 666
2024
Q4 		$14.5K Hold
181
– – ﹤0.01% 598
2024
Q3 		$14.4K Hold
181
– – ﹤0.01% 625
2024
Q2 		$13.3K Buy
+181
New +$13.2K ﹤0.01% 614

Other funds holding FNY

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
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
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
P
&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Hilltop National Bank's FNY Position: Q1 2026 in Review

Hilltop National Bank sold out of First Trust Mid Cap Growth AlphaDEX Fund (FNY) in Q1 2026, closing a stake of 91 shares — an estimated $8.3K sold.

Hilltop National Bank first reported a position in FNY in Q2 2024 and held it in 6 quarters. The position peaked at $14.5K in Q4 2024. 123 funds tracked by Wall St. Rank hold FNY as of Q1 2026.

  • Hilltop National Bank reported no remaining First Trust Mid Cap Growth AlphaDEX Fund position as of Q1 2026 after selling out during the quarter.
  • Hilltop National Bank sold 91 First Trust Mid Cap Growth AlphaDEX Fund shares in Q1 2026, an estimated $8.3K.
  • Hilltop National Bank first reported a position in First Trust Mid Cap Growth AlphaDEX Fund in Q2 2024 and held it in 6 quarters.
  • Hilltop National Bank's First Trust Mid Cap Growth AlphaDEX Fund position peaked at $14.5K in Q4 2024.
  • 123 funds tracked by Wall St. Rank held First Trust Mid Cap Growth AlphaDEX Fund as of Q1 2026.

Based on Hilltop National Bank's 13F filing for Q1 2026, filed 2 Apr 2026.