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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
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 $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
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 $44.6B AUM 28.94% 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 $424B AUM 22.94% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

NewEdge Advisors's FNY Position: Q1 2026 in Review

NewEdge Advisors increased its First Trust Mid Cap Growth AlphaDEX Fund (FNY) stake by 3.3% in Q1 2026, buying an estimated $864K and bringing the position to 288,746 shares worth $26.1M. The position accounts for 0.09% of the portfolio, ranked #216.

NewEdge Advisors first reported a position in FNY in Q4 2021 and has held it in 14 quarters since. 122 funds tracked by Wall St. Rank hold FNY as of Q1 2026.

  • NewEdge Advisors held 288,746 shares of First Trust Mid Cap Growth AlphaDEX Fund worth $26.1M as of Q1 2026.
  • NewEdge Advisors bought 9,102 First Trust Mid Cap Growth AlphaDEX Fund shares in Q1 2026, an estimated $864K.
  • First Trust Mid Cap Growth AlphaDEX Fund made up 0.09% of NewEdge Advisors's portfolio in Q1 2026, its #216 holding.
  • NewEdge Advisors first reported a position in First Trust Mid Cap Growth AlphaDEX Fund in Q4 2021 and has held it in 14 quarters since.
  • 122 funds tracked by Wall St. Rank held First Trust Mid Cap Growth AlphaDEX Fund as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.