Mercer Global Advisors
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Mercer Global Advisors’s First Trust Mid Cap Growth AlphaDEX Fund FNY Stock Holding History

Mercer Global 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
Q2 		$609K Sell
5,498
-6,088
-53% -$621K ﹤0.01% 2114
2026
Q1 		$1.05M Buy
+11,586
New +$1.1M ﹤0.01% 1539

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

Mercer Global Advisors's FNY Position: Q2 2026 in Review

Mercer Global Advisors reduced its First Trust Mid Cap Growth AlphaDEX Fund (FNY) stake by 53% in Q2 2026, selling an estimated $621K and leaving 5,498 shares worth $609K. The position accounts for ﹤0.01% of the portfolio, ranked #2114.

Mercer Global Advisors first reported a position in FNY in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.05M in Q1 2026. 128 funds tracked by Wall St. Rank hold FNY as of Q2 2026.

  • Mercer Global Advisors held 5,498 shares of First Trust Mid Cap Growth AlphaDEX Fund worth $609K as of Q2 2026.
  • Mercer Global Advisors sold 6,088 First Trust Mid Cap Growth AlphaDEX Fund shares in Q2 2026, an estimated $621K.
  • First Trust Mid Cap Growth AlphaDEX Fund made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #2114 holding.
  • Mercer Global Advisors first reported a position in First Trust Mid Cap Growth AlphaDEX Fund in Q1 2026 and has held it in 2 quarters since.
  • Mercer Global Advisors's First Trust Mid Cap Growth AlphaDEX Fund position peaked at $1.05M in Q1 2026.
  • 128 funds tracked by Wall St. Rank held First Trust Mid Cap Growth AlphaDEX Fund as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.