SIS
FNY icon

Sound Income Strategies’s First Trust Mid Cap Growth AlphaDEX Fund FNY Stock Holding History

Sound Income 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
Q3 		$260K Sell
2,637
-313
-11% -$32.4K 0.01% 406
2026
Q2 		$327K Hold
2,950
– – 0.01% 354
2026
Q1 		$270K Hold
2,950
– – 0.01% 343
2025
Q4 		$290K Buy
+2,950
New +$271K 0.01% 329

Other funds holding FNY

DWMS
Dominguez Wealth Management Solutions Williamsburg, Virginia $181M AUM 16.39% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Sound Income Strategies's FNY Position: Q3 2026 in Review

Sound Income Strategies reduced its First Trust Mid Cap Growth AlphaDEX Fund (FNY) stake by 11% in Q3 2026, selling an estimated $32.4K and leaving 2,637 shares worth $260K. The position accounts for 0.01% of the portfolio, ranked #406.

Sound Income Strategies first reported a position in FNY in Q4 2025 and has held it in 4 quarters since. The position peaked at $327K in Q2 2026. 7 funds tracked by Wall St. Rank hold FNY as of Q3 2026.

  • Sound Income Strategies held 2,637 shares of First Trust Mid Cap Growth AlphaDEX Fund worth $260K as of Q3 2026.
  • Sound Income Strategies sold 313 First Trust Mid Cap Growth AlphaDEX Fund shares in Q3 2026, an estimated $32.4K.
  • First Trust Mid Cap Growth AlphaDEX Fund made up 0.01% of Sound Income Strategies's portfolio in Q3 2026, its #406 holding.
  • Sound Income Strategies first reported a position in First Trust Mid Cap Growth AlphaDEX Fund in Q4 2025 and has held it in 4 quarters since.
  • Sound Income Strategies's First Trust Mid Cap Growth AlphaDEX Fund position peaked at $327K in Q2 2026.
  • 7 funds tracked by Wall St. Rank held First Trust Mid Cap Growth AlphaDEX Fund as of Q3 2026.

Based on Sound Income Strategies's 13F filing for Q3 2026, filed 9 Oct 2026.