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Pinnacle Wealth Planning Services’s First Trust Mid Cap Growth AlphaDEX Fund FNY Stock Holding History

Pinnacle Wealth Planning Services’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 		– Sell
-463
Closed -$42.2K – 2780
2025
Q4 		$42.2K Buy
+463
New +$42.5K ﹤0.01% 1319

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
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 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 $38.8B AUM 21.88% 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 $374B AUM 17.66% 1-Year Est. Return

Pinnacle Wealth Planning Services's FNY Position: Q1 2026 in Review

Pinnacle Wealth Planning Services sold out of First Trust Mid Cap Growth AlphaDEX Fund (FNY) in Q1 2026, closing a stake of 463 shares — an estimated $42.2K sold.

Pinnacle Wealth Planning Services first reported a position in FNY in Q4 2025 and held it in 1 quarter. The position peaked at $42.2K in Q4 2025. 122 funds tracked by Wall St. Rank hold FNY as of Q1 2026.

  • Pinnacle Wealth Planning Services reported no remaining First Trust Mid Cap Growth AlphaDEX Fund position as of Q1 2026 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 463 First Trust Mid Cap Growth AlphaDEX Fund shares in Q1 2026, an estimated $42.2K.
  • Pinnacle Wealth Planning Services first reported a position in First Trust Mid Cap Growth AlphaDEX Fund in Q4 2025 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's First Trust Mid Cap Growth AlphaDEX Fund position peaked at $42.2K in Q4 2025.
  • 122 funds tracked by Wall St. Rank held First Trust Mid Cap Growth AlphaDEX Fund as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.