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

Mutual 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 		$256K Sell
2,833
-4,087
-59% -$388K 0.01% 1182
2025
Q4 		$631K Buy
6,920
+4,089
+144% +$376K 0.01% 764
2025
Q3 		$263K Buy
2,831
+15
+0.5% +$1.29K 0.01% 1107
2025
Q2 		$238K Sell
2,816
-118
-4% -$9.06K 0.01% 1067
2025
Q1 		$216K Buy
2,934
+8
+0.3% +$643 0.01% 1008
2024
Q4 		$243K Sell
2,926
-37
-1% -$3.07K 0.01% 962
2024
Q3 		$237K Buy
2,963
+318
+12% +$24.1K 0.01% 990
2024
Q2 		$201K Sell
2,645
-904
-25% -$66K 0.01% 1044
2024
Q1 		$268K Sell
3,549
-448
-11% -$31.4K 0.01% 912
2023
Q4 		$272K Sell
3,997
-954
-19% -$58.6K 0.01% 852
2023
Q3 		$301K Buy
4,951
+5
+0.1% +$319 0.01% 775
2023
Q2 		$320K Sell
4,946
-3,707
-43% -$223K 0.01% 787
2023
Q1 		$515K Buy
8,653
+3,055
+55% +$182K 0.02% 611
2022
Q4 		$316K Buy
+5,598
New +$324K 0.01% 728

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 $38.8B AUM 21.88% 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

Mutual Advisors's FNY Position: Q1 2026 in Review

Mutual Advisors reduced its First Trust Mid Cap Growth AlphaDEX Fund (FNY) stake by 59% in Q1 2026, selling an estimated $388K and leaving 2,833 shares worth $256K. The position accounts for 0.01% of the portfolio, ranked #1182.

Mutual Advisors first reported a position in FNY in Q4 2022 and has held it in 14 quarters since. The position peaked at $631K in Q4 2025. 122 funds tracked by Wall St. Rank hold FNY as of Q1 2026.

  • Mutual Advisors held 2,833 shares of First Trust Mid Cap Growth AlphaDEX Fund worth $256K as of Q1 2026.
  • Mutual Advisors sold 4,087 First Trust Mid Cap Growth AlphaDEX Fund shares in Q1 2026, an estimated $388K.
  • First Trust Mid Cap Growth AlphaDEX Fund made up 0.01% of Mutual Advisors's portfolio in Q1 2026, its #1182 holding.
  • Mutual Advisors first reported a position in First Trust Mid Cap Growth AlphaDEX Fund in Q4 2022 and has held it in 14 quarters since.
  • Mutual Advisors's First Trust Mid Cap Growth AlphaDEX Fund position peaked at $631K in Q4 2025.
  • 122 funds tracked by Wall St. Rank held First Trust Mid Cap Growth AlphaDEX Fund as of Q1 2026.

Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.