Shade Tree Advisors’s First Trust Mid Cap Growth AlphaDEX Fund FNY Stock Holding History

Shade Tree 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 Q3	$395K	Buy	+4,000	New	+$414K	0.21%	48

Other funds holding FNY

Wealth Management Partners Tucson, Arizona $426M AUM 43.17% 1-Year Est. Return

KCM Investment Advisors Greenbrae, California $3.36B AUM 23.19% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Sylvest Advisors Dallas, Texas $224M AUM 15.13% 1-Year Est. Return

Worthington Financial Partners Worthington, Ohio $118M AUM 64.85% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Dominguez Wealth Management Solutions Williamsburg, Virginia $181M AUM 16.39% 1-Year Est. Return

Sigma Planning Corp Ann Arbor, Michigan $3.88B AUM 23.38% 1-Year Est. Return

ARS Wealth Advisors Group St. Petersburg, Florida $1.37B AUM 18.29% 1-Year Est. Return

Founders Financial Securities Towson, Maryland $2.03B AUM 15.42% 1-Year Est. Return

Shade Tree Advisors's FNY Position: Q3 2026 in Review

Shade Tree Advisors opened a new position in First Trust Mid Cap Growth AlphaDEX Fund (FNY) in Q3 2026: 4,000 shares worth $395K. The stake represents 0.21% of the portfolio and ranks #48 among its holdings.

25 funds tracked by Wall St. Rank hold FNY as of Q3 2026.

Shade Tree Advisors held 4,000 shares of First Trust Mid Cap Growth AlphaDEX Fund worth $395K as of Q3 2026.
First Trust Mid Cap Growth AlphaDEX Fund was a new Shade Tree Advisors position in Q3 2026.
First Trust Mid Cap Growth AlphaDEX Fund made up 0.21% of Shade Tree Advisors's portfolio in Q3 2026, its #48 holding.
25 funds tracked by Wall St. Rank held First Trust Mid Cap Growth AlphaDEX Fund as of Q3 2026.

Based on Shade Tree Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.