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Purus Wealth Management’s First Trust Mid Cap Growth AlphaDEX Fund FNY Stock Holding History

Purus Wealth Management’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 		$701K Sell
6,327
-920
-13% -$93.8K 0.19% 83
2026
Q1 		$656K Sell
7,247
-23
-0.3% -$2.18K 0.21% 79
2025
Q4 		$663K Sell
7,270
-20
-0.3% -$1.84K 0.21% 75
2025
Q3 		$668K Sell
7,290
-232
-3% -$20K 0.21% 75
2025
Q2 		$620K Hold
7,522
– – 0.22% 75
2025
Q1 		$563K Buy
7,522
+111
+1% +$8.92K 0.24% 68
2024
Q4 		$593K Sell
7,411
-1,969
-21% -$163K 0.23% 64
2024
Q3 		$747K Sell
9,380
-334
-3% -$25.3K 0.32% 54
2024
Q2 		$715K Sell
9,714
-25
-0.3% -$1.82K 0.32% 52
2024
Q1 		$736K Sell
9,739
-238
-2% -$16.7K 0.36% 49
2023
Q4 		$680K Sell
9,977
-234
-2% -$14.4K 0.39% 50
2023
Q3 		$620K Hold
10,211
– – 0.42% 50
2023
Q2 		$661K Sell
10,211
-14,187
-58% -$855K 0.43% 49
2023
Q1 		$1.45M Buy
24,398
+135
+0.6% +$8.03K 1.15% 24
2022
Q4 		$1.37M Sell
24,263
-302
-1% -$17.5K 1.24% 22
2022
Q3 		$1.31M Sell
24,565
-24
-0.1% -$1.41K 1.21% 21
2022
Q2 		$1.34M Sell
24,589
-363
-1% -$22K 1.2% 23
2022
Q1 		$1.66M Sell
24,952
-15
-0.1% -$992 1.15% 21
2021
Q4 		$1.85M Sell
24,967
-13,969
-36% -$1.04M 1.16% 21
2021
Q3 		$2.8M Sell
38,936
-1,478
-4% -$109K 1.93% 15
2021
Q2 		$3.04M Buy
40,414
+779
+2% +$54.7K 2.19% 13
2021
Q1 		$2.69M Buy
39,635
+880
+2% +$61.2K 2.26% 13
2020
Q4 		$2.53M Buy
+38,755
New +$2.31M 2.26% 13

Other funds holding FNY

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
DWMS
Dominguez Wealth Management Solutions Williamsburg, Virginia $181M AUM 21.03% 1-Year Est. Return
AWAG
ARS Wealth Advisors Group St. Petersburg, Florida $1.28B AUM 24.51% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Purus Wealth Management's FNY Position: Q2 2026 in Review

Purus Wealth Management reduced its First Trust Mid Cap Growth AlphaDEX Fund (FNY) stake by 13% in Q2 2026, selling an estimated $93.8K and leaving 6,327 shares worth $701K. The position accounts for 0.19% of the portfolio, ranked #83.

Purus Wealth Management first reported a position in FNY in Q4 2020 and has held it in 23 quarters since. The position peaked at $3.04M in Q2 2021. 11 funds tracked by Wall St. Rank hold FNY as of Q2 2026.

  • Purus Wealth Management held 6,327 shares of First Trust Mid Cap Growth AlphaDEX Fund worth $701K as of Q2 2026.
  • Purus Wealth Management sold 920 First Trust Mid Cap Growth AlphaDEX Fund shares in Q2 2026, an estimated $93.8K.
  • First Trust Mid Cap Growth AlphaDEX Fund made up 0.19% of Purus Wealth Management's portfolio in Q2 2026, its #83 holding.
  • Purus Wealth Management first reported a position in First Trust Mid Cap Growth AlphaDEX Fund in Q4 2020 and has held it in 23 quarters since.
  • Purus Wealth Management's First Trust Mid Cap Growth AlphaDEX Fund position peaked at $3.04M in Q2 2021.
  • 11 funds tracked by Wall St. Rank held First Trust Mid Cap Growth AlphaDEX Fund as of Q2 2026.

Based on Purus Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.