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Pinnacle Financial Partners (Georgia)’s First Trust Mid Cap Growth AlphaDEX Fund FNY Stock Holding History

Pinnacle Financial Partners (Georgia)’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 		$439K Sell
3,960
-1,424
-26% -$145K ﹤0.01% 891
2026
Q1 		$487K Buy
5,384
+39
+0.7% +$3.7K ﹤0.01% 811
2025
Q4 		$488K Buy
+5,345
New +$491K ﹤0.01% 797

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Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
P
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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

Pinnacle Financial Partners (Georgia)'s FNY Position: Q2 2026 in Review

Pinnacle Financial Partners (Georgia) reduced its First Trust Mid Cap Growth AlphaDEX Fund (FNY) stake by 26% in Q2 2026, selling an estimated $145K and leaving 3,960 shares worth $439K. The position accounts for ﹤0.01% of the portfolio, ranked #891.

Pinnacle Financial Partners (Georgia) first reported a position in FNY in Q4 2025 and has held it in 3 quarters since. The position peaked at $488K in Q4 2025. 128 funds tracked by Wall St. Rank hold FNY as of Q2 2026.

  • Pinnacle Financial Partners (Georgia) held 3,960 shares of First Trust Mid Cap Growth AlphaDEX Fund worth $439K as of Q2 2026.
  • Pinnacle Financial Partners (Georgia) sold 1,424 First Trust Mid Cap Growth AlphaDEX Fund shares in Q2 2026, an estimated $145K.
  • First Trust Mid Cap Growth AlphaDEX Fund made up ﹤0.01% of Pinnacle Financial Partners (Georgia)'s portfolio in Q2 2026, its #891 holding.
  • Pinnacle Financial Partners (Georgia) first reported a position in First Trust Mid Cap Growth AlphaDEX Fund in Q4 2025 and has held it in 3 quarters since.
  • Pinnacle Financial Partners (Georgia)'s First Trust Mid Cap Growth AlphaDEX Fund position peaked at $488K in Q4 2025.
  • 128 funds tracked by Wall St. Rank held First Trust Mid Cap Growth AlphaDEX Fund as of Q2 2026.

Based on Pinnacle Financial Partners (Georgia)'s 13F filing for Q2 2026, filed 14 Aug 2026.