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

IFP 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 		$1.02M Buy
9,164
+374
+4% +$38.1K 0.02% 737
2026
Q1 		$795K Sell
8,790
-152
-2% -$14.4K 0.02% 777
2025
Q4 		$815K Buy
8,942
+26
+0.3% +$2.39K 0.02% 734
2025
Q3 		$817K Buy
8,916
+1,517
+21% +$131K 0.02% 684
2025
Q2 		$610K Buy
7,399
+2,410
+48% +$185K 0.02% 757
2025
Q1 		$374K Buy
4,989
+253
+5% +$20.3K 0.01% 881
2024
Q4 		$379K Hold
4,736
– – 0.01% 842
2024
Q3 		$377K Hold
4,736
– – 0.01% 802
2024
Q2 		$348K Sell
4,736
-500
-10% -$36.5K 0.01% 782
2024
Q1 		$396K Buy
5,236
+202
+4% +$14.1K 0.02% 691
2023
Q4 		$343K Hold
5,034
– – 0.02% 718
2023
Q3 		$306K Hold
5,034
– – 0.01% 770
2023
Q2 		$326K Hold
5,034
– – 0.01% 811
2023
Q1 		$219K Sell
5,034
-2,346
-32% -$140K 0.01% 912
2022
Q4 		$319K Sell
7,380
-491
-6% -$28.4K 0.01% 1110
2022
Q3 		$340K Sell
7,871
-45
-0.6% -$2.65K 0.01% 1125
2022
Q2 		$342K Hold
7,916
– – 0.01% 1009
2022
Q1 		$342K Buy
7,916
+1,390
+21% +$92K 0.01% 1009
2021
Q4 		$482K Hold
6,526
– – 0.01% 605
2021
Q3 		$470K Sell
6,526
-2,110
-24% -$156K 0.01% 607
2021
Q2 		$657K Sell
8,636
-6,886
-44% -$483K 0.01% 476
2021
Q1 		$1.05M Sell
15,522
-371
-2% -$25.8K 0.02% 355
2020
Q4 		$1.04M Sell
15,893
-826
-5% -$49.2K 0.04% 337
2020
Q3 		$901K Sell
16,719
-590
-3% -$30.4K 0.05% 309
2020
Q2 		$814K Buy
17,309
+681
+4% +$29.6K 0.06% 307
2020
Q1 		$630K Buy
16,628
+1,165
+8% +$52.6K 0.06% 299
2019
Q4 		$741K Sell
15,463
-16,526
-52% -$767K 0.06% 345
2019
Q3 		$1.42M Buy
+31,989
New +$1.47M 0.1% 235
2019
Q1 		$221K Sell
5,156
-2,506
-33% -$104K 0.03% 443
2018
Q4 		$273K Buy
7,662
+631
+9% +$25.3K 0.02% 750
2018
Q3 		$325K Buy
7,031
+1,656
+31% +$75.2K 0.01% 848
2018
Q2 		$233K Buy
5,375
+200
+4% +$8.49K 0.01% 991
2018
Q1 		$203K Hold
5,175
– – 0.01% 986
2017
Q4 		$203K Sell
5,175
-1,870
-27% -$71.6K 0.01% 989
2017
Q3 		$257K Buy
7,045
+570
+9% +$20K 0.01% 1000
2017
Q2 		$224K Buy
6,475
+132
+2% +$4.49K 0.01% 1065
2017
Q1 		$212K Buy
6,343
+188
+3% +$6.17K 0.01% 1086
2016
Q4 		$193K Sell
6,155
-789
-11% -$24.2K 0.01% 1072
2016
Q3 		$215K Sell
6,944
-1,272
-15% -$39.3K 0.01% 968
2016
Q2 		$247K Buy
8,216
+3,060
+59% +$89.4K 0.01% 868
2016
Q1 		$221K Sell
5,156
-2,918
-36% -$79.4K 0.03% 443
2015
Q4 		$233K Buy
+8,074
New +$236K 0.02% 772

Other funds holding FNY

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
P
&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

IFP Advisors's FNY Position: Q2 2026 in Review

IFP Advisors increased its First Trust Mid Cap Growth AlphaDEX Fund (FNY) stake by 4.3% in Q2 2026, buying an estimated $38.1K and bringing the position to 9,164 shares worth $1.02M. The position accounts for 0.02% of the portfolio, ranked #737.

IFP Advisors first reported a position in FNY in Q4 2015 and has held it in 42 quarters since. The position peaked at $1.42M in Q3 2019. 128 funds tracked by Wall St. Rank hold FNY as of Q2 2026.

  • IFP Advisors held 9,164 shares of First Trust Mid Cap Growth AlphaDEX Fund worth $1.02M as of Q2 2026.
  • IFP Advisors bought 374 First Trust Mid Cap Growth AlphaDEX Fund shares in Q2 2026, an estimated $38.1K.
  • First Trust Mid Cap Growth AlphaDEX Fund made up 0.02% of IFP Advisors's portfolio in Q2 2026, its #737 holding.
  • IFP Advisors first reported a position in First Trust Mid Cap Growth AlphaDEX Fund in Q4 2015 and has held it in 42 quarters since.
  • IFP Advisors's First Trust Mid Cap Growth AlphaDEX Fund position peaked at $1.42M in Q3 2019.
  • 128 funds tracked by Wall St. Rank held First Trust Mid Cap Growth AlphaDEX Fund as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.