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Proactive Wealth Strategies’s First Trust Mid Cap Growth AlphaDEX Fund FNY Stock Holding History

Proactive Wealth Strategies’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 		$804K Buy
7,252
+1,606
+28% +$164K 0.13% 118
2026
Q1 		$511K Buy
5,646
+2,699
+92% +$256K 0.1% 137
2025
Q4 		$269K Buy
+2,947
New +$271K 0.11% 127

Other funds holding FNY

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
WMP
Wealth Management Partners Tucson, Arizona $425M AUM 60.71% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
WA
Win Advisors Palm Beach Gardens, Florida $281M AUM 93.52% 1-Year Est. Return
BPFA
Barnes Pettey Financial Advisors Clarksdale, Mississippi $319M AUM 23.56% 1-Year Est. Return
GRP
Global Retirement Partners San Rafael, California $6.54B AUM

Proactive Wealth Strategies's FNY Position: Q2 2026 in Review

Proactive Wealth Strategies increased its First Trust Mid Cap Growth AlphaDEX Fund (FNY) stake by 28% in Q2 2026, buying an estimated $164K and bringing the position to 7,252 shares worth $804K. The position accounts for 0.13% of the portfolio, ranked #118.

Proactive Wealth Strategies first reported a position in FNY in Q4 2025 and has held it in 3 quarters since. 71 funds tracked by Wall St. Rank hold FNY as of Q2 2026.

  • Proactive Wealth Strategies held 7,252 shares of First Trust Mid Cap Growth AlphaDEX Fund worth $804K as of Q2 2026.
  • Proactive Wealth Strategies bought 1,606 First Trust Mid Cap Growth AlphaDEX Fund shares in Q2 2026, an estimated $164K.
  • First Trust Mid Cap Growth AlphaDEX Fund made up 0.13% of Proactive Wealth Strategies's portfolio in Q2 2026, its #118 holding.
  • Proactive Wealth Strategies first reported a position in First Trust Mid Cap Growth AlphaDEX Fund in Q4 2025 and has held it in 3 quarters since.
  • 71 funds tracked by Wall St. Rank held First Trust Mid Cap Growth AlphaDEX Fund as of Q2 2026.

Based on Proactive Wealth Strategies's 13F filing for Q2 2026, filed 10 Aug 2026.