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Prosperity Capital Advisors’s First Trust Mid Cap Growth AlphaDEX Fund FNY Stock Holding History

Prosperity Capital 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 		– Sell
-2,756
Closed -$249K – 430
2026
Q1 		$249K Buy
+2,756
New +$262K 0.01% 360

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

Prosperity Capital Advisors's FNY Position: Q2 2026 in Review

Prosperity Capital Advisors sold out of First Trust Mid Cap Growth AlphaDEX Fund (FNY) in Q2 2026, closing a stake of 2,756 shares — an estimated $249K sold.

Prosperity Capital Advisors first reported a position in FNY in Q1 2026 and held it in 1 quarter. The position peaked at $249K in Q1 2026. 128 funds tracked by Wall St. Rank hold FNY as of Q2 2026.

  • Prosperity Capital Advisors reported no remaining First Trust Mid Cap Growth AlphaDEX Fund position as of Q2 2026 after selling out during the quarter.
  • Prosperity Capital Advisors sold 2,756 First Trust Mid Cap Growth AlphaDEX Fund shares in Q2 2026, an estimated $249K.
  • Prosperity Capital Advisors first reported a position in First Trust Mid Cap Growth AlphaDEX Fund in Q1 2026 and held it in 1 quarter.
  • Prosperity Capital Advisors's First Trust Mid Cap Growth AlphaDEX Fund position peaked at $249K in Q1 2026.
  • 128 funds tracked by Wall St. Rank held First Trust Mid Cap Growth AlphaDEX Fund as of Q2 2026.

Based on Prosperity Capital Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.