MAS
FNY icon

MPWM Advisory Solutions’s First Trust Mid Cap Growth AlphaDEX Fund FNY Stock Holding History

MPWM Advisory Solutions’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 		$194K Buy
1,747
+782
+81% +$79.7K 0.09% 108
2026
Q1 		$87.3K Sell
965
-89
-8% -$8.45K 0.05% 145
2025
Q4 		$96.1K Buy
1,054
+10
+1% +$919 0.05% 131
2025
Q3 		$95.6K Buy
1,044
+89
+9% +$7.68K 0.06% 116
2025
Q2 		$78.7K Buy
955
+234
+32% +$18K 0.05% 129
2025
Q1 		$54K Sell
721
-73
-9% -$5.87K 0.04% 145
2024
Q4 		$63.5K Buy
+794
New +$65.8K 0.05% 133

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

MPWM Advisory Solutions's FNY Position: Q2 2026 in Review

MPWM Advisory Solutions increased its First Trust Mid Cap Growth AlphaDEX Fund (FNY) stake by 81% in Q2 2026, buying an estimated $79.7K and bringing the position to 1,747 shares worth $194K. The position accounts for 0.09% of the portfolio, ranked #108.

MPWM Advisory Solutions first reported a position in FNY in Q4 2024 and has held it in 7 quarters since. 128 funds tracked by Wall St. Rank hold FNY as of Q2 2026.

  • MPWM Advisory Solutions held 1,747 shares of First Trust Mid Cap Growth AlphaDEX Fund worth $194K as of Q2 2026.
  • MPWM Advisory Solutions bought 782 First Trust Mid Cap Growth AlphaDEX Fund shares in Q2 2026, an estimated $79.7K.
  • First Trust Mid Cap Growth AlphaDEX Fund made up 0.09% of MPWM Advisory Solutions's portfolio in Q2 2026, its #108 holding.
  • MPWM Advisory Solutions first reported a position in First Trust Mid Cap Growth AlphaDEX Fund in Q4 2024 and has held it in 7 quarters since.
  • 128 funds tracked by Wall St. Rank held First Trust Mid Cap Growth AlphaDEX Fund as of Q2 2026.

Based on MPWM Advisory Solutions's 13F filing for Q2 2026, filed 13 Aug 2026.