Steward Partners Investment Advisory’s First Trust Mid Cap Growth AlphaDEX Fund FNY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $4.66M | Buy |
42,023
+5,745
| +16% | +$586K | 0.02% | 583 |
|
|
2026
Q1 | $3.28M | Buy |
36,278
+5,898
| +19% | +$560K | 0.02% | 672 |
|
|
2025
Q4 | $2.77M | Buy |
30,380
+28,475
| +1,495% | +$2.62M | 0.02% | 659 |
|
|
2025
Q3 | $175K | Hold |
1,905
| – | – | ﹤0.01% | 1938 |
|
|
2025
Q2 | $157K | Sell |
1,905
-210
| -10% | -$16.1K | ﹤0.01% | 1876 |
|
|
2025
Q1 | $158K | Buy |
2,115
+259
| +14% | +$20.8K | ﹤0.01% | 1762 |
|
|
2024
Q4 | $148K | Buy |
1,856
+69
| +4% | +$5.72K | ﹤0.01% | 1773 |
|
|
2024
Q3 | $142K | Buy |
1,787
+1,345
| +304% | +$102K | ﹤0.01% | 1694 |
|
|
2024
Q2 | $32.5K | Hold |
442
| – | – | ﹤0.01% | 2304 |
|
|
2024
Q1 | $33.4K | Hold |
442
| – | – | ﹤0.01% | 2297 |
|
|
2023
Q4 | $30.1K | Sell |
442
-909
| -67% | -$55.8K | ﹤0.01% | 2201 |
|
|
2023
Q3 | $82K | Hold |
1,351
| – | – | ﹤0.01% | 1671 |
|
|
2023
Q2 | $87.5K | Hold |
1,351
| – | – | ﹤0.01% | 1645 |
|
|
2023
Q1 | $80.4K | Sell |
1,351
-105
| -7% | -$6.24K | ﹤0.01% | 1669 |
|
|
2022
Q4 | $82.1K | Hold |
1,456
| – | – | ﹤0.01% | 1624 |
|
|
2022
Q3 | $78K | Hold |
1,456
| – | – | ﹤0.01% | 1592 |
|
|
2022
Q2 | $80K | Buy |
1,456
+770
| +112% | +$46.8K | ﹤0.01% | 1586 |
|
|
2022
Q1 | $46K | Hold |
686
| – | – | ﹤0.01% | 1958 |
|
|
2021
Q4 | $51K | Hold |
686
| – | – | ﹤0.01% | 1893 |
|
|
2021
Q3 | $49K | Buy |
686
+139
| +25% | +$10.3K | ﹤0.01% | 1904 |
|
|
2021
Q2 | $41K | Buy |
547
+45
| +9% | +$3.16K | ﹤0.01% | 3732 |
|
|
2021
Q1 | $34.1K | Buy |
502
+200
| +66% | +$13.9K | ﹤0.01% | 2193 |
|
|
2020
Q4 | $20K | Hold |
302
| – | – | ﹤0.01% | 2057 |
|
|
2020
Q3 | $16K | Hold |
302
| – | – | ﹤0.01% | 1958 |
|
|
2020
Q2 | $14K | Sell |
302
-55
| -15% | -$2.39K | ﹤0.01% | 1895 |
|
|
2020
Q1 | $13K | Hold |
357
| – | – | ﹤0.01% | 1755 |
|
|
2019
Q4 | $17K | Hold |
357
| – | – | ﹤0.01% | 1816 |
|
|
2019
Q3 | $15K | Buy |
357
+164
| +85% | +$7.53K | ﹤0.01% | 1833 |
|
|
2019
Q2 | $8K | Buy |
+193
| New | +$8.54K | ﹤0.01% | 2067 |
|
|
2018
Q4 | – | Sell |
-33
| Closed | -$2K | – | 1254 |
|
|
2018
Q3 | $2K | Hold |
33
| – | – | ﹤0.01% | 2363 |
|
|
2018
Q2 | $1K | Hold |
33
| – | – | ﹤0.01% | 2340 |
|
|
2018
Q1 | $1K | Hold |
33
| – | – | ﹤0.01% | 2130 |
|
|
2017
Q4 | $1K | Hold |
33
| – | – | ﹤0.01% | 1777 |
|
|
2017
Q3 | $1K | Hold |
33
| – | – | ﹤0.01% | 1589 |
|
|
2017
Q2 | $1K | Hold |
33
| – | – | ﹤0.01% | 1517 |
|
|
2017
Q1 | $1K | Buy |
+33
| New | +$1.08K | ﹤0.01% | 1401 |
|
Other funds holding FNY
P
NA
Steward Partners Investment Advisory's FNY Position: Q2 2026 in Review
Steward Partners Investment Advisory increased its First Trust Mid Cap Growth AlphaDEX Fund (FNY) stake by 16% in Q2 2026, buying an estimated $586K and bringing the position to 42,023 shares worth $4.66M. The position accounts for 0.02% of the portfolio, ranked #583.
Steward Partners Investment Advisory first reported a position in FNY in Q1 2017 and has held it in 36 quarters since. 128 funds tracked by Wall St. Rank hold FNY as of Q2 2026.
- Steward Partners Investment Advisory held 42,023 shares of First Trust Mid Cap Growth AlphaDEX Fund worth $4.66M as of Q2 2026.
- Steward Partners Investment Advisory bought 5,745 First Trust Mid Cap Growth AlphaDEX Fund shares in Q2 2026, an estimated $586K.
- First Trust Mid Cap Growth AlphaDEX Fund made up 0.02% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #583 holding.
- Steward Partners Investment Advisory first reported a position in First Trust Mid Cap Growth AlphaDEX Fund in Q1 2017 and has held it in 36 quarters since.
- 128 funds tracked by Wall St. Rank held First Trust Mid Cap Growth AlphaDEX Fund as of Q2 2026.
Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.