Truist Financial
FNY icon

Truist Financial’s First Trust Mid Cap Growth AlphaDEX Fund FNY Stock Holding History

Truist Financial’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 		$260K Buy
2,876
+93
+3% +$8.83K ﹤0.01% 2483
2025
Q4 		$254K Sell
2,783
-239
-8% -$22K ﹤0.01% 2441
2025
Q3 		$277K Buy
3,022
+211
+8% +$18.2K ﹤0.01% 2369
2025
Q2 		$232K Buy
2,811
+49
+2% +$3.76K ﹤0.01% 2344
2025
Q1 		$207K Sell
2,762
-54
-2% -$4.34K ﹤0.01% 2349
2024
Q4 		$225K Buy
+2,816
New +$233K ﹤0.01% 2326
2021
Q3 		– Sell
-2,695
Closed -$203K – 2741
2021
Q2 		$203K Sell
2,695
-2,152
-44% -$151K ﹤0.01% 2585
2021
Q1 		$329K Sell
4,847
-834
-15% -$58K ﹤0.01% 2227
2020
Q4 		$371K Sell
5,681
-254
-4% -$15.1K ﹤0.01% 2025
2020
Q3 		$318K Buy
5,935
+977
+20% +$50.3K ﹤0.01% 1983
2020
Q2 		$237K Sell
4,958
-2,603
-34% -$113K ﹤0.01% 2100
2020
Q1 		$279K Sell
7,561
-6,998
-48% -$316K ﹤0.01% 1907
2019
Q4 		$697K Buy
+14,559
New +$675K ﹤0.01% 1644

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

Truist Financial's FNY Position: Q1 2026 in Review

Truist Financial increased its First Trust Mid Cap Growth AlphaDEX Fund (FNY) stake by 3.3% in Q1 2026, buying an estimated $8.83K and bringing the position to 2,876 shares worth $260K. The position accounts for ﹤0.01% of the portfolio, ranked #2483.

Truist Financial first reported a position in FNY in Q4 2019 and has held it in 13 quarters since. The position peaked at $697K in Q4 2019. 122 funds tracked by Wall St. Rank hold FNY as of Q1 2026.

  • Truist Financial held 2,876 shares of First Trust Mid Cap Growth AlphaDEX Fund worth $260K as of Q1 2026.
  • Truist Financial bought 93 First Trust Mid Cap Growth AlphaDEX Fund shares in Q1 2026, an estimated $8.83K.
  • First Trust Mid Cap Growth AlphaDEX Fund made up ﹤0.01% of Truist Financial's portfolio in Q1 2026, its #2483 holding.
  • Truist Financial first reported a position in First Trust Mid Cap Growth AlphaDEX Fund in Q4 2019 and has held it in 13 quarters since.
  • Truist Financial's First Trust Mid Cap Growth AlphaDEX Fund position peaked at $697K in Q4 2019.
  • 122 funds tracked by Wall St. Rank held First Trust Mid Cap Growth AlphaDEX Fund as of Q1 2026.

Based on Truist Financial's 13F filing for Q1 2026, filed 27 Apr 2026.