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Sunbelt Securities’s First Trust Mid Cap Growth AlphaDEX Fund FNY Stock Holding History

Sunbelt Securities’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 		$9.05K Hold
100
– – ﹤0.01% 1527
2025
Q4 		$9.12K Hold
100
– – ﹤0.01% 1468
2025
Q3 		$9.16K Hold
100
– – ﹤0.01% 1468
2025
Q2 		$8K Hold
100
– – ﹤0.01% 1355
2025
Q1 		$7.49K Hold
100
– – ﹤0.01% 1326
2024
Q4 		$8.03K Buy
+100
New +$8.29K ﹤0.01% 1355

Other funds holding FNY

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
P
&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Sunbelt Securities's FNY Position: Q1 2026 in Review

Sunbelt Securities held its First Trust Mid Cap Growth AlphaDEX Fund (FNY) position steady in Q1 2026 at 100 shares worth $9.05K. The position accounts for ﹤0.01% of the portfolio, ranked #1527.

Sunbelt Securities first reported a position in FNY in Q4 2024 and has held it in 6 quarters since. The position peaked at $9.16K in Q3 2025. 123 funds tracked by Wall St. Rank hold FNY as of Q1 2026.

  • Sunbelt Securities held 100 shares of First Trust Mid Cap Growth AlphaDEX Fund worth $9.05K as of Q1 2026.
  • Sunbelt Securities left its First Trust Mid Cap Growth AlphaDEX Fund share count unchanged in Q1 2026.
  • First Trust Mid Cap Growth AlphaDEX Fund made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1527 holding.
  • Sunbelt Securities first reported a position in First Trust Mid Cap Growth AlphaDEX Fund in Q4 2024 and has held it in 6 quarters since.
  • Sunbelt Securities's First Trust Mid Cap Growth AlphaDEX Fund position peaked at $9.16K in Q3 2025.
  • 123 funds tracked by Wall St. Rank held First Trust Mid Cap Growth AlphaDEX Fund as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.