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IHT Wealth Management’s First Trust Mid Cap Growth AlphaDEX Fund FNY Stock Holding History

IHT Wealth Management’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 		$209K Sell
1,888
-608
-24% -$62K ﹤0.01% 1167
2026
Q1 		$226K Sell
2,496
-53,287
-96% -$5.06M 0.01% 1136
2025
Q4 		$5.09M Buy
55,783
+52,960
+1,876% +$4.86M 0.12% 171
2025
Q3 		$259K Sell
2,823
-103
-4% -$8.89K 0.01% 1000
2025
Q2 		$241K Sell
2,926
-400
-12% -$30.7K 0.01% 994
2025
Q1 		$249K Buy
3,326
+7
+0.2% +$563 0.01% 935
2024
Q4 		$265K Buy
+3,319
New +$275K 0.01% 900
2023
Q3 		– Sell
-3,815
Closed -$247K – 979
2023
Q2 		$247K Sell
3,815
-250
-6% -$15.1K 0.01% 797
2023
Q1 		$242K Buy
4,065
+1
+0% +$59 0.01% 773
2022
Q4 		$229K Sell
4,064
-2,373
-37% -$137K 0.01% 771
2022
Q3 		$345K Buy
6,437
+570
+10% +$33.5K 0.03% 574
2022
Q2 		$321K Sell
5,867
-1,144
-16% -$69.5K 0.03% 508
2022
Q1 		$468K Buy
7,011
+1,668
+31% +$110K 0.04% 428
2021
Q4 		$396K Sell
5,343
-168
-3% -$12.5K 0.03% 504
2021
Q3 		$396K Buy
5,511
+343
+7% +$25.3K 0.03% 503
2021
Q2 		$389K Buy
5,168
+209
+4% +$14.7K 0.02% 622
2021
Q1 		$337K Buy
4,959
+179
+4% +$12.5K 0.02% 593
2020
Q4 		$313K Buy
4,780
+790
+20% +$47.1K 0.03% 546
2020
Q3 		$213K Buy
+3,990
New +$205K 0.02% 592
2020
Q1 		– Sell
-5,251
Closed -$251K – 590
2019
Q4 		$251K Sell
5,251
-9,630
-65% -$447K 0.03% 502
2019
Q3 		$667K Sell
14,881
-3,602
-19% -$165K 0.09% 262
2019
Q2 		$837K Buy
18,483
+5,706
+45% +$252K 0.12% 199
2019
Q1 		$552K Buy
+12,777
New +$529K 0.09% 247
2018
Q2 		– Sell
-20,000
Closed -$793K – 762
2018
Q1 		$793K Sell
20,000
-184
-0.9% -$7.53K 0.21% 124
2017
Q4 		$816K Buy
+20,184
New +$772K 0.22% 122

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

IHT Wealth Management's FNY Position: Q2 2026 in Review

IHT Wealth Management reduced its First Trust Mid Cap Growth AlphaDEX Fund (FNY) stake by 24% in Q2 2026, selling an estimated $62K and leaving 1,888 shares worth $209K. The position accounts for ﹤0.01% of the portfolio, ranked #1167.

IHT Wealth Management first reported a position in FNY in Q4 2017 and has held it in 25 quarters since. The position peaked at $5.09M in Q4 2025. 128 funds tracked by Wall St. Rank hold FNY as of Q2 2026.

  • IHT Wealth Management held 1,888 shares of First Trust Mid Cap Growth AlphaDEX Fund worth $209K as of Q2 2026.
  • IHT Wealth Management sold 608 First Trust Mid Cap Growth AlphaDEX Fund shares in Q2 2026, an estimated $62K.
  • First Trust Mid Cap Growth AlphaDEX Fund made up ﹤0.01% of IHT Wealth Management's portfolio in Q2 2026, its #1167 holding.
  • IHT Wealth Management first reported a position in First Trust Mid Cap Growth AlphaDEX Fund in Q4 2017 and has held it in 25 quarters since.
  • IHT Wealth Management's First Trust Mid Cap Growth AlphaDEX Fund position peaked at $5.09M in Q4 2025.
  • 128 funds tracked by Wall St. Rank held First Trust Mid Cap Growth AlphaDEX Fund as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.