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Plante Moran Financial Advisors’s First Trust Mid Cap Growth AlphaDEX Fund FNY Stock Holding History

Plante Moran Financial 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 		$23.7K Buy
+214
New +$21.8K ﹤0.01% 452
2021
Q3 		– Sell
-86
Closed -$6K – 952
2021
Q2 		$6K Buy
+86
New +$6.03K ﹤0.01% 752
2019
Q3 		– Sell
-199
Closed -$9K – 866
2019
Q2 		$9K Buy
+199
New +$8.81K ﹤0.01% 576

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 22.9% 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

Plante Moran Financial Advisors's FNY Position: Q2 2026 in Review

Plante Moran Financial Advisors opened a new position in First Trust Mid Cap Growth AlphaDEX Fund (FNY) in Q2 2026: 214 shares worth $23.7K. The stake represents ﹤0.01% of the portfolio and ranks #452 among its holdings. This is a return to the name: Plante Moran Financial Advisors previously reported a position in FNY as recently as Q2 2021.

Plante Moran Financial Advisors first reported a position in FNY in Q2 2019 and has held it in 3 quarters since. 127 funds tracked by Wall St. Rank hold FNY as of Q2 2026.

  • Plante Moran Financial Advisors held 214 shares of First Trust Mid Cap Growth AlphaDEX Fund worth $23.7K as of Q2 2026.
  • First Trust Mid Cap Growth AlphaDEX Fund was a new Plante Moran Financial Advisors position in Q2 2026.
  • First Trust Mid Cap Growth AlphaDEX Fund made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #452 holding.
  • Plante Moran Financial Advisors first reported a position in First Trust Mid Cap Growth AlphaDEX Fund in Q2 2019 and has held it in 3 quarters since.
  • 127 funds tracked by Wall St. Rank held First Trust Mid Cap Growth AlphaDEX Fund as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.