Sylvest Advisors’s First Trust Mid Cap Growth AlphaDEX Fund FNY Stock Holding History

Sylvest Advisors’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	$1.7M	Buy	18,793 +246	+1%	+$23.4K	0.9%	14
2025 Q4	$1.69M	Buy	18,547 +1,138	+7%	+$105K	0.9%	14
2025 Q3	$1.59M	Sell	17,409 -53	-0.3%	-$4.57K	0.86%	14
2025 Q2	$1.44M	Buy	17,462 +511	+3%	+$39.2K	0.83%	14
2025 Q1	$1.27M	Buy	16,951 +1,348	+9%	+$108K	0.79%	16
2024 Q4	$1.25M	Buy	+15,603	New	+$1.29M	0.77%	18

Other funds holding FNY

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Sylvest Advisors's FNY Position: Q1 2026 in Review

Sylvest Advisors increased its First Trust Mid Cap Growth AlphaDEX Fund (FNY) stake by 1.3% in Q1 2026, buying an estimated $23.4K and bringing the position to 18,793 shares worth $1.7M. The position accounts for 0.9% of the portfolio, ranked #14.

Sylvest Advisors first reported a position in FNY in Q4 2024 and has held it in 6 quarters since. 122 funds tracked by Wall St. Rank hold FNY as of Q1 2026.

Sylvest Advisors held 18,793 shares of First Trust Mid Cap Growth AlphaDEX Fund worth $1.7M as of Q1 2026.
Sylvest Advisors bought 246 First Trust Mid Cap Growth AlphaDEX Fund shares in Q1 2026, an estimated $23.4K.
First Trust Mid Cap Growth AlphaDEX Fund made up 0.9% of Sylvest Advisors's portfolio in Q1 2026, its #14 holding.
Sylvest Advisors first reported a position in First Trust Mid Cap Growth AlphaDEX Fund in Q4 2024 and has held it in 6 quarters since.
122 funds tracked by Wall St. Rank held First Trust Mid Cap Growth AlphaDEX Fund as of Q1 2026.

Based on Sylvest Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.