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Medallion Wealth Advisors’s First Trust Mid Cap Growth AlphaDEX Fund FNY Stock Holding History

Medallion Wealth 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 		$4.52K Hold
50
– – ﹤0.01% 892
2025
Q4 		$4.56K Hold
50
– – ﹤0.01% 875
2025
Q3 		$4.58K Buy
+50
New +$4.32K ﹤0.01% 867

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 $44.6B AUM 28.94% 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

Medallion Wealth Advisors's FNY Position: Q1 2026 in Review

Medallion Wealth Advisors held its First Trust Mid Cap Growth AlphaDEX Fund (FNY) position steady in Q1 2026 at 50 shares worth $4.52K. The position accounts for ﹤0.01% of the portfolio, ranked #892.

Medallion Wealth Advisors first reported a position in FNY in Q3 2025 and has held it in 3 quarters since. The position peaked at $4.58K in Q3 2025. 122 funds tracked by Wall St. Rank hold FNY as of Q1 2026.

  • Medallion Wealth Advisors held 50 shares of First Trust Mid Cap Growth AlphaDEX Fund worth $4.52K as of Q1 2026.
  • Medallion Wealth Advisors left its First Trust Mid Cap Growth AlphaDEX Fund share count unchanged in Q1 2026.
  • First Trust Mid Cap Growth AlphaDEX Fund made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q1 2026, its #892 holding.
  • Medallion Wealth Advisors first reported a position in First Trust Mid Cap Growth AlphaDEX Fund in Q3 2025 and has held it in 3 quarters since.
  • Medallion Wealth Advisors's First Trust Mid Cap Growth AlphaDEX Fund position peaked at $4.58K in Q3 2025.
  • 122 funds tracked by Wall St. Rank held First Trust Mid Cap Growth AlphaDEX Fund as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.