IFG Advisory’s First Trust Mid Cap Growth AlphaDEX Fund FNY Stock Holding History

IFG Advisory’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	$16K	Buy	+144	New	+$14.7K	﹤0.01%	1712
2022 Q2	–	Sell	-5,946	Closed	-$396K	–	484
2022 Q1	$396K	Sell	5,946 -500	-8%	-$33.1K	0.04%	341
2021 Q4	$478K	Hold	6,446	–	–	0.05%	308
2021 Q3	$463K	Sell	6,446 -309	-5%	-$22.8K	0.05%	308
2021 Q2	$509K	Sell	6,755 -1,042	-13%	-$73.1K	0.06%	284
2021 Q1	$530K	Sell	7,797 -826	-10%	-$57.5K	0.07%	285
2020 Q4	$563K	Sell	8,623 -578	-6%	-$34.4K	0.08%	249
2020 Q3	$492K	Buy	9,201 +585	+7%	+$30.1K	0.08%	234
2020 Q2	$411K	Buy	8,616 +1,672	+24%	+$72.8K	0.07%	244
2020 Q1	$256K	Sell	6,944 -687	-9%	-$31K	0.06%	299
2019 Q4	$365K	Sell	7,631 -45	-0.6%	-$2.09K	0.07%	284
2019 Q3	$343K	Buy	+7,676	New	+$352K	0.07%	280

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 22.96% 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

IFG Advisory's FNY Position: Q2 2026 in Review

IFG Advisory opened a new position in First Trust Mid Cap Growth AlphaDEX Fund (FNY) in Q2 2026: 144 shares worth $16K. The stake represents ﹤0.01% of the portfolio and ranks #1712 among its holdings. This is a return to the name: IFG Advisory previously reported a position in FNY as recently as Q1 2022.

IFG Advisory first reported a position in FNY in Q3 2019 and has held it in 12 quarters since. The position peaked at $563K in Q4 2020. 127 funds tracked by Wall St. Rank hold FNY as of Q2 2026.

IFG Advisory held 144 shares of First Trust Mid Cap Growth AlphaDEX Fund worth $16K as of Q2 2026.
First Trust Mid Cap Growth AlphaDEX Fund was a new IFG Advisory position in Q2 2026.
First Trust Mid Cap Growth AlphaDEX Fund made up ﹤0.01% of IFG Advisory's portfolio in Q2 2026, its #1712 holding.
IFG Advisory first reported a position in First Trust Mid Cap Growth AlphaDEX Fund in Q3 2019 and has held it in 12 quarters since.
IFG Advisory's First Trust Mid Cap Growth AlphaDEX Fund position peaked at $563K in Q4 2020.
127 funds tracked by Wall St. Rank held First Trust Mid Cap Growth AlphaDEX Fund as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.