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Stratos Wealth Partners’s First Trust Mid Cap Growth AlphaDEX Fund FNY Stock Holding History

Stratos Wealth Partners’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
Q1 		$950K Buy
10,494
+4,576
+77% +$434K 0.01% 812
2025
Q4 		$540K Sell
5,918
-3,163
-35% -$291K 0.01% 1022
2025
Q3 		$832K Buy
9,081
+92
+1% +$7.94K 0.01% 815
2025
Q2 		$741K Buy
8,989
+2,960
+49% +$227K 0.01% 797
2025
Q1 		$451K Sell
6,029
-17
-0.3% -$1.37K 0.01% 920
2024
Q4 		$484K Sell
6,046
-928
-13% -$76.9K 0.01% 943
2024
Q3 		$555K Sell
6,974
-47,479
-87% -$3.6M 0.01% 903
2024
Q2 		$4.01M Buy
54,453
+47,448
+677% +$3.46M 0.06% 293
2024
Q1 		$530K Sell
7,005
-50
-0.7% -$3.5K 0.01% 869
2023
Q4 		$481K Sell
7,055
-33
-0.5% -$2.03K 0.01% 886
2023
Q3 		$430K Buy
7,088
+123
+2% +$7.85K 0.01% 878
2023
Q2 		$451K Buy
6,965
+262
+4% +$15.8K 0.01% 806
2023
Q1 		$399K Sell
6,703
-514
-7% -$30.6K 0.01% 767
2022
Q4 		$407K Sell
7,217
-14
-0.2% -$811 0.01% 792
2022
Q3 		$387K Sell
7,231
-3,115
-30% -$183K 0.01% 781
2022
Q2 		$566K Sell
10,346
-373
-3% -$22.6K 0.01% 688
2022
Q1 		$715K Sell
10,719
-29,477
-73% -$1.95M 0.02% 666
2021
Q4 		$2.98M Sell
40,196
-1,262
-3% -$94.2K 0.07% 273
2021
Q3 		$2.98M Sell
41,458
-403
-1% -$29.7K 0.08% 252
2021
Q2 		$3.15M Sell
41,861
-1,262
-3% -$88.5K 0.08% 250
2021
Q1 		$2.93M Sell
43,123
-24,448
-36% -$1.7M 0.08% 232
2020
Q4 		$4.42M Buy
67,571
+1,600
+2% +$95.3K 0.13% 177
2020
Q3 		$3.53M Buy
65,971
+24,818
+60% +$1.28M 0.12% 193
2020
Q2 		$1.97M Buy
41,153
+5,441
+15% +$237K 0.07% 259
2020
Q1 		$1.32M Buy
35,712
+1,165
+3% +$52.6K 0.06% 277
2019
Q4 		$1.65M Sell
34,547
-999
-3% -$46.3K 0.07% 278
2019
Q3 		$1.59M Sell
35,546
-2,553
-7% -$117K 0.07% 270
2019
Q2 		$1.72M Sell
38,099
-1,145
-3% -$50.7K 0.07% 249
2019
Q1 		$1.7M Buy
39,244
+3,138
+9% +$130K 0.08% 257
2018
Q4 		$1.31M Sell
36,106
-9,074
-20% -$364K 0.07% 280
2018
Q3 		$2.09M Buy
45,180
+37,084
+458% +$1.68M 0.09% 216
2018
Q2 		$351K Hold
8,096
– – 0.02% 680
2018
Q1 		$330K Sell
8,096
-124
-2% -$5.08K 0.01% 688
2017
Q4 		$322K Sell
8,220
-86
-1% -$3.29K 0.01% 683
2017
Q3 		$304K Buy
8,306
+251
+3% +$8.82K 0.01% 682
2017
Q2 		$278K Buy
8,055
+707
+10% +$24.1K 0.01% 661
2017
Q1 		$246K Sell
7,348
-125
-2% -$4.1K 0.01% 647
2016
Q4 		$235K Buy
+7,473
New +$229K 0.01% 595

Other funds holding FNY

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Stratos Wealth Partners's FNY Position: Q1 2026 in Review

Stratos Wealth Partners increased its First Trust Mid Cap Growth AlphaDEX Fund (FNY) stake by 77% in Q1 2026, buying an estimated $434K and bringing the position to 10,494 shares worth $950K. The position accounts for 0.01% of the portfolio, ranked #812.

Stratos Wealth Partners first reported a position in FNY in Q4 2016 and has held it in 38 quarters since. The position peaked at $4.42M in Q4 2020. 122 funds tracked by Wall St. Rank hold FNY as of Q1 2026.

  • Stratos Wealth Partners held 10,494 shares of First Trust Mid Cap Growth AlphaDEX Fund worth $950K as of Q1 2026.
  • Stratos Wealth Partners bought 4,576 First Trust Mid Cap Growth AlphaDEX Fund shares in Q1 2026, an estimated $434K.
  • First Trust Mid Cap Growth AlphaDEX Fund made up 0.01% of Stratos Wealth Partners's portfolio in Q1 2026, its #812 holding.
  • Stratos Wealth Partners first reported a position in First Trust Mid Cap Growth AlphaDEX Fund in Q4 2016 and has held it in 38 quarters since.
  • Stratos Wealth Partners's First Trust Mid Cap Growth AlphaDEX Fund position peaked at $4.42M in Q4 2020.
  • 122 funds tracked by Wall St. Rank held First Trust Mid Cap Growth AlphaDEX Fund as of Q1 2026.

Based on Stratos Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.