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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
Q2 		$260K Sell
2,343
-490
-17% -$50K ﹤0.01% 1233
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 $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

Mutual Advisors's FNY Position: Q2 2026 in Review

Mutual Advisors reduced its First Trust Mid Cap Growth AlphaDEX Fund (FNY) stake by 17% in Q2 2026, selling an estimated $50K and leaving 2,343 shares worth $260K. The position accounts for ﹤0.01% of the portfolio, ranked #1233.

Mutual Advisors first reported a position in FNY in Q4 2022 and has held it in 15 quarters since. The position peaked at $631K in Q4 2025. 128 funds tracked by Wall St. Rank hold FNY as of Q2 2026.

  • Mutual Advisors held 2,343 shares of First Trust Mid Cap Growth AlphaDEX Fund worth $260K as of Q2 2026.
  • Mutual Advisors sold 490 First Trust Mid Cap Growth AlphaDEX Fund shares in Q2 2026, an estimated $50K.
  • First Trust Mid Cap Growth AlphaDEX Fund made up ﹤0.01% of Mutual Advisors's portfolio in Q2 2026, its #1233 holding.
  • Mutual Advisors first reported a position in First Trust Mid Cap Growth AlphaDEX Fund in Q4 2022 and has held it in 15 quarters since.
  • Mutual Advisors's First Trust Mid Cap Growth AlphaDEX Fund position peaked at $631K in Q4 2025.
  • 128 funds tracked by Wall St. Rank held First Trust Mid Cap Growth AlphaDEX Fund as of Q2 2026.

Based on Mutual Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.