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JT Stratford LLC’s First Trust Mid Cap Growth AlphaDEX Fund FNY Stock Holding History

JT Stratford LLC’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
2025
Q3 		– Sell
-16,532
Closed -$1.36M – 315
2025
Q2 		$1.36M Hold
16,532
– – 0.21% 115
2025
Q1 		$1.24M Sell
16,532
-1,131
-6% -$90.9K 0.22% 112
2024
Q4 		$1.41M Buy
+17,663
New +$1.46M 0.23% 99

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
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 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
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
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return

JT Stratford LLC's FNY Position: Q3 2025 in Review

JT Stratford LLC sold out of First Trust Mid Cap Growth AlphaDEX Fund (FNY) in Q3 2025, closing a stake of 16,532 shares — an estimated $1.36M sold.

JT Stratford LLC first reported a position in FNY in Q4 2024 and held it in 3 quarters. The position peaked at $1.41M in Q4 2024. 107 funds tracked by Wall St. Rank hold FNY as of Q3 2025.

  • JT Stratford LLC reported no remaining First Trust Mid Cap Growth AlphaDEX Fund position as of Q3 2025 after selling out during the quarter.
  • JT Stratford LLC sold 16,532 First Trust Mid Cap Growth AlphaDEX Fund shares in Q3 2025, an estimated $1.36M.
  • JT Stratford LLC first reported a position in First Trust Mid Cap Growth AlphaDEX Fund in Q4 2024 and held it in 3 quarters.
  • JT Stratford LLC's First Trust Mid Cap Growth AlphaDEX Fund position peaked at $1.41M in Q4 2024.
  • 107 funds tracked by Wall St. Rank held First Trust Mid Cap Growth AlphaDEX Fund as of Q3 2025.

Based on JT Stratford LLC's 13F filing for Q3 2025, filed 12 Nov 2025.