Kingsview Wealth Management’s First Trust Mid Cap Growth AlphaDEX Fund FNY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $5.11M | Buy |
46,077
+4,270
| +10% | +$435K | 0.06% | 290 |
|
|
2026
Q1 | $3.78M | Sell |
41,807
-1,064
| -2% | -$101K | 0.05% | 362 |
|
|
2025
Q4 | $3.91M | Sell |
42,871
-25,883
| -38% | -$2.38M | 0.06% | 323 |
|
|
2025
Q3 | $6.3M | Sell |
68,754
-1,998
| -3% | -$172K | 0.1% | 213 |
|
|
2025
Q2 | $5.83M | Sell |
70,752
-1,182
| -2% | -$90.8K | 0.1% | 216 |
|
|
2025
Q1 | $5.39M | Sell |
71,934
-9,721
| -12% | -$782K | 0.1% | 204 |
|
|
2024
Q4 | $6.53M | Sell |
81,655
-8,776
| -10% | -$727K | 0.13% | 167 |
|
|
2024
Q3 | $7.2M | Buy |
90,431
+46,785
| +107% | +$3.54M | 0.15% | 146 |
|
|
2024
Q2 | $3.21M | Sell |
43,646
-285
| -0.6% | -$20.8K | 0.08% | 240 |
|
|
2024
Q1 | $3.32M | Buy |
43,931
+2,567
| +6% | +$180K | 0.08% | 229 |
|
|
2023
Q4 | $2.82M | Buy |
41,364
+10,589
| +34% | +$650K | 0.08% | 217 |
|
|
2023
Q3 | $1.87M | Sell |
30,775
-36,214
| -54% | -$2.31M | 0.07% | 293 |
|
|
2023
Q2 | $4.34M | Sell |
66,989
-673
| -1% | -$40.6K | 0.17% | 131 |
|
|
2023
Q1 | $4.03M | Buy |
67,662
+3,145
| +5% | +$187K | 0.17% | 130 |
|
|
2022
Q4 | $3.64M | Buy |
64,517
+2,065
| +3% | +$120K | 0.16% | 150 |
|
|
2022
Q3 | $3.34M | Buy |
62,452
+5,899
| +10% | +$347K | 0.16% | 144 |
|
|
2022
Q2 | $3.09M | Buy |
56,553
+11,195
| +25% | +$680K | 0.15% | 152 |
|
|
2022
Q1 | $3.02M | Buy |
45,358
+416
| +0.9% | +$27.5K | 0.13% | 171 |
|
|
2021
Q4 | $3.33M | Buy |
44,942
+2,213
| +5% | +$165K | 0.14% | 160 |
|
|
2021
Q3 | $3.07M | Buy |
42,729
+2,614
| +7% | +$193K | 0.15% | 158 |
|
|
2021
Q2 | $3.03M | Buy |
40,115
+10,323
| +35% | +$724K | 0.15% | 149 |
|
|
2021
Q1 | $2.06M | Buy |
29,792
+9,555
| +47% | +$665K | 0.12% | 187 |
|
|
2020
Q4 | $1.32M | Buy |
20,237
+10,729
| +113% | +$639K | 0.1% | 220 |
|
|
2020
Q3 | $509K | Buy |
9,508
+3,683
| +63% | +$190K | 0.05% | 360 |
|
|
2020
Q2 | $278K | Buy |
+5,825
| New | +$253K | 0.03% | 457 |
|
|
2019
Q2 | – | Sell |
-64,978
| Closed | -$2.81M | – | 472 |
|
|
2019
Q1 | $2.81M | Buy |
64,978
+86
| +0.1% | +$3.56K | 0.43% | 59 |
|
|
2018
Q4 | $2.35M | Buy |
64,892
+27,863
| +75% | +$1.12M | 0.51% | 57 |
|
|
2018
Q3 | $1.71M | Buy |
37,029
+5,017
| +16% | +$228K | 0.35% | 88 |
|
|
2018
Q2 | $1.39M | Hold |
32,012
| – | – | 0.33% | 99 |
|
|
2018
Q1 | $1.3M | Sell |
32,012
-38
| -0.1% | -$1.56K | 0.32% | 91 |
|
|
2017
Q4 | $1.26M | Buy |
32,050
+2,671
| +9% | +$102K | 0.45% | 57 |
|
|
2017
Q3 | $1.07M | Buy |
29,379
+4,288
| +17% | +$151K | 0.47% | 58 |
|
|
2017
Q2 | $867K | Hold |
25,091
| – | – | 0.45% | 67 |
|
|
2017
Q1 | $840K | Buy |
+25,091
| New | +$823K | 0.5% | 61 |
|
Other funds holding FNY
P
NA
Kingsview Wealth Management's FNY Position: Q2 2026 in Review
Kingsview Wealth Management increased its First Trust Mid Cap Growth AlphaDEX Fund (FNY) stake by 10% in Q2 2026, buying an estimated $435K and bringing the position to 46,077 shares worth $5.11M. The position accounts for 0.06% of the portfolio, ranked #290.
Kingsview Wealth Management first reported a position in FNY in Q1 2017 and has held it in 34 quarters since. The position peaked at $7.2M in Q3 2024. 128 funds tracked by Wall St. Rank hold FNY as of Q2 2026.
- Kingsview Wealth Management held 46,077 shares of First Trust Mid Cap Growth AlphaDEX Fund worth $5.11M as of Q2 2026.
- Kingsview Wealth Management bought 4,270 First Trust Mid Cap Growth AlphaDEX Fund shares in Q2 2026, an estimated $435K.
- First Trust Mid Cap Growth AlphaDEX Fund made up 0.06% of Kingsview Wealth Management's portfolio in Q2 2026, its #290 holding.
- Kingsview Wealth Management first reported a position in First Trust Mid Cap Growth AlphaDEX Fund in Q1 2017 and has held it in 34 quarters since.
- Kingsview Wealth Management's First Trust Mid Cap Growth AlphaDEX Fund position peaked at $7.2M in Q3 2024.
- 128 funds tracked by Wall St. Rank held First Trust Mid Cap Growth AlphaDEX Fund as of Q2 2026.
Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.