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J.W. Cole Advisors’s First Trust Mid Cap Growth AlphaDEX Fund FNY Stock Holding History

J.W. Cole 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
Q1 		$314K Buy
3,471
+501
+17% +$47.6K 0.01% 615
2025
Q4 		$242K Hold
2,970
– – 0.01% 1210
2025
Q3 		$272K Buy
+2,970
New +$256K 0.01% 1270

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 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

J.W. Cole Advisors's FNY Position: Q1 2026 in Review

J.W. Cole Advisors increased its First Trust Mid Cap Growth AlphaDEX Fund (FNY) stake by 17% in Q1 2026, buying an estimated $47.6K and bringing the position to 3,471 shares worth $314K. The position accounts for 0.01% of the portfolio, ranked #615.

J.W. Cole Advisors first reported a position in FNY in Q3 2025 and has held it in 3 quarters since. 122 funds tracked by Wall St. Rank hold FNY as of Q1 2026.

  • J.W. Cole Advisors held 3,471 shares of First Trust Mid Cap Growth AlphaDEX Fund worth $314K as of Q1 2026.
  • J.W. Cole Advisors bought 501 First Trust Mid Cap Growth AlphaDEX Fund shares in Q1 2026, an estimated $47.6K.
  • First Trust Mid Cap Growth AlphaDEX Fund made up 0.01% of J.W. Cole Advisors's portfolio in Q1 2026, its #615 holding.
  • J.W. Cole Advisors first reported a position in First Trust Mid Cap Growth AlphaDEX Fund in Q3 2025 and has held it in 3 quarters since.
  • 122 funds tracked by Wall St. Rank held First Trust Mid Cap Growth AlphaDEX Fund as of Q1 2026.

Based on J.W. Cole Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.