Northwestern Mutual Wealth Management
FNY icon

Northwestern Mutual Wealth Management’s First Trust Mid Cap Growth AlphaDEX Fund FNY Stock Holding History

Northwestern Mutual Wealth Management’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 		$4.86M Buy
43,805
+3,575
+9% +$364K ﹤0.01% 870
2026
Q1 		$3.64M Sell
40,230
-2,052
-5% -$195K ﹤0.01% 903
2025
Q4 		$3.86M Buy
42,282
+3,786
+10% +$348K ﹤0.01% 857
2025
Q3 		$3.53M Buy
38,496
+1,784
+5% +$154K ﹤0.01% 839
2025
Q2 		$3.03M Buy
36,712
+4,282
+13% +$329K ﹤0.01% 833
2025
Q1 		$2.43M Buy
32,430
+12,243
+61% +$984K ﹤0.01% 854
2024
Q4 		$1.61M Buy
20,187
+2,294
+13% +$190K ﹤0.01% 920
2024
Q3 		$1.42M Buy
17,893
+914
+5% +$69.2K ﹤0.01% 947
2024
Q2 		$1.25M Buy
16,979
+98
+0.6% +$7.15K ﹤0.01% 953
2024
Q1 		$1.28M Sell
16,881
-710
-4% -$49.7K ﹤0.01% 934
2023
Q4 		$1.2M Buy
17,591
+608
+4% +$37.3K ﹤0.01% 918
2023
Q3 		$1.03M Buy
16,983
+280
+2% +$17.9K ﹤0.01% 933
2023
Q2 		$1.08M Buy
16,703
+708
+4% +$42.7K ﹤0.01% 906
2023
Q1 		$952K Buy
15,995
+4,506
+39% +$268K ﹤0.01% 910
2022
Q4 		$648K Buy
11,489
+5,521
+93% +$320K ﹤0.01% 1004
2022
Q3 		$319K Buy
5,968
+5,945
+25,848% +$350K ﹤0.01% 1229
2022
Q2 		$1K Hold
23
– – ﹤0.01% 3019
2022
Q1 		$2K Hold
23
– – ﹤0.01% 2914
2021
Q4 		$2K Hold
23
– – ﹤0.01% 2947
2021
Q3 		$2K Sell
23
-50
-68% -$3.69K ﹤0.01% 2844
2021
Q2 		$6K Buy
73
+50
+217% +$3.51K ﹤0.01% 2592
2021
Q1 		$2K Hold
23
– – ﹤0.01% 2599
2020
Q4 		$2K Buy
+23
New +$1.37K ﹤0.01% 2526
2018
Q2 		– Sell
-24
Closed -$1K – 2404
2018
Q1 		$1K Buy
+24
New +$983 ﹤0.01% 2102
2017
Q1 		– Sell
-454
Closed -$14K – 2140
2016
Q4 		$14K Buy
+454
New +$13.9K ﹤0.01% 1486

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

Northwestern Mutual Wealth Management's FNY Position: Q2 2026 in Review

Northwestern Mutual Wealth Management increased its First Trust Mid Cap Growth AlphaDEX Fund (FNY) stake by 8.9% in Q2 2026, buying an estimated $364K and bringing the position to 43,805 shares worth $4.86M. The position accounts for ﹤0.01% of the portfolio, ranked #870.

Northwestern Mutual Wealth Management first reported a position in FNY in Q4 2016 and has held it in 25 quarters since. 128 funds tracked by Wall St. Rank hold FNY as of Q2 2026.

  • Northwestern Mutual Wealth Management held 43,805 shares of First Trust Mid Cap Growth AlphaDEX Fund worth $4.86M as of Q2 2026.
  • Northwestern Mutual Wealth Management bought 3,575 First Trust Mid Cap Growth AlphaDEX Fund shares in Q2 2026, an estimated $364K.
  • First Trust Mid Cap Growth AlphaDEX Fund made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #870 holding.
  • Northwestern Mutual Wealth Management first reported a position in First Trust Mid Cap Growth AlphaDEX Fund in Q4 2016 and has held it in 25 quarters since.
  • 128 funds tracked by Wall St. Rank held First Trust Mid Cap Growth AlphaDEX Fund as of Q2 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.