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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
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

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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
BPFA
Barnes Pettey Financial Advisors Clarksdale, Mississippi $319M AUM 23.56% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CWA
Crux Wealth Advisors Long Beach, California $289M AUM 17.92% 1-Year Est. Return
SA
Sylvest Advisors Dallas, Texas $222M AUM 21.35% 1-Year Est. Return
MIM
MTM Investment Management Spartanburg, South Carolina $350M AUM 24.14% 1-Year Est. Return

Sound Income Strategies's FNY Position: Q2 2026 in Review

Sound Income Strategies held its First Trust Mid Cap Growth AlphaDEX Fund (FNY) position steady in Q2 2026 at 2,950 shares worth $327K. The position accounts for 0.01% of the portfolio, ranked #354.

Sound Income Strategies first reported a position in FNY in Q4 2025 and has held it in 3 quarters since. 45 funds tracked by Wall St. Rank hold FNY as of Q2 2026.

  • Sound Income Strategies held 2,950 shares of First Trust Mid Cap Growth AlphaDEX Fund worth $327K as of Q2 2026.
  • Sound Income Strategies left its First Trust Mid Cap Growth AlphaDEX Fund share count unchanged in Q2 2026.
  • First Trust Mid Cap Growth AlphaDEX Fund made up 0.01% of Sound Income Strategies's portfolio in Q2 2026, its #354 holding.
  • Sound Income Strategies first reported a position in First Trust Mid Cap Growth AlphaDEX Fund in Q4 2025 and has held it in 3 quarters since.
  • 45 funds tracked by Wall St. Rank held First Trust Mid Cap Growth AlphaDEX Fund as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.