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

NewEdge 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 		$20.3M Sell
182,925
-105,821
-37% -$10.8M 0.06% 298
2026
Q1 		$26.1M Buy
288,746
+9,102
+3% +$864K 0.09% 216
2025
Q4 		$25.5M Buy
279,644
+19,928
+8% +$1.83M 0.09% 205
2025
Q3 		$23.8M Buy
259,716
+62,725
+32% +$5.41M 0.11% 186
2025
Q2 		$16.2M Sell
196,991
-9,927
-5% -$762K 0.08% 244
2025
Q1 		$15.5M Sell
206,918
-2,878
-1% -$231K 0.09% 222
2024
Q4 		$16.8M Sell
209,796
-3,354
-2% -$278K 0.1% 197
2024
Q3 		$17M Buy
213,150
+49,894
+31% +$3.78M 0.11% 192
2024
Q2 		$12M Buy
163,256
+174
+0.1% +$12.7K 0.09% 231
2024
Q1 		$12.3M Buy
163,082
+4,874
+3% +$341K 0.11% 196
2023
Q4 		$10.8M Buy
158,208
+4,714
+3% +$289K 0.1% 197
2023
Q3 		$9.32M Buy
153,494
+33
+0% +$2.11K 0.1% 199
2023
Q2 		$9.94M Buy
+153,461
New +$9.25M 0.11% 182
2023
Q1 		– Sell
-105
Closed -$5.92K – 3677
2022
Q4 		$5.92K Buy
+105
New +$6.08K ﹤0.01% 2533
2022
Q1 		– Sell
-3,859
Closed -$286K – 1326
2021
Q4 		$286K Buy
+3,859
New +$288K ﹤0.01% 1353

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
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

NewEdge Advisors's FNY Position: Q2 2026 in Review

NewEdge Advisors reduced its First Trust Mid Cap Growth AlphaDEX Fund (FNY) stake by 37% in Q2 2026, selling an estimated $10.8M and leaving 182,925 shares worth $20.3M. The position accounts for 0.06% of the portfolio, ranked #298.

NewEdge Advisors first reported a position in FNY in Q4 2021 and has held it in 15 quarters since. The position peaked at $26.1M in Q1 2026. 127 funds tracked by Wall St. Rank hold FNY as of Q2 2026.

  • NewEdge Advisors held 182,925 shares of First Trust Mid Cap Growth AlphaDEX Fund worth $20.3M as of Q2 2026.
  • NewEdge Advisors sold 105,821 First Trust Mid Cap Growth AlphaDEX Fund shares in Q2 2026, an estimated $10.8M.
  • First Trust Mid Cap Growth AlphaDEX Fund made up 0.06% of NewEdge Advisors's portfolio in Q2 2026, its #298 holding.
  • NewEdge Advisors first reported a position in First Trust Mid Cap Growth AlphaDEX Fund in Q4 2021 and has held it in 15 quarters since.
  • NewEdge Advisors's First Trust Mid Cap Growth AlphaDEX Fund position peaked at $26.1M in Q1 2026.
  • 127 funds tracked by Wall St. Rank held First Trust Mid Cap Growth AlphaDEX Fund as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.