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

TKG 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 		– Sell
-3,044
Closed -$278K – 92
2025
Q4 		$278K Sell
3,044
-217
-7% -$19.9K 0.11% 83
2025
Q3 		$299K Buy
+3,261
New +$281K 0.13% 78
2022
Q1 		– Sell
-7,452
Closed -$553K – 82
2021
Q4 		$553K Buy
+7,452
New +$556K 0.44% 65

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

TKG Advisors's FNY Position: Q1 2026 in Review

TKG Advisors sold out of First Trust Mid Cap Growth AlphaDEX Fund (FNY) in Q1 2026, closing a stake of 3,044 shares — an estimated $278K sold.

TKG Advisors first reported a position in FNY in Q4 2021 and held it in 3 quarters. The position peaked at $553K in Q4 2021. 123 funds tracked by Wall St. Rank hold FNY as of Q1 2026.

  • TKG Advisors reported no remaining First Trust Mid Cap Growth AlphaDEX Fund position as of Q1 2026 after selling out during the quarter.
  • TKG Advisors sold 3,044 First Trust Mid Cap Growth AlphaDEX Fund shares in Q1 2026, an estimated $278K.
  • TKG Advisors first reported a position in First Trust Mid Cap Growth AlphaDEX Fund in Q4 2021 and held it in 3 quarters.
  • TKG Advisors's First Trust Mid Cap Growth AlphaDEX Fund position peaked at $553K in Q4 2021.
  • 123 funds tracked by Wall St. Rank held First Trust Mid Cap Growth AlphaDEX Fund as of Q1 2026.

Based on TKG Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.