Wealth Enhancement Advisory Services
FNY icon

Wealth Enhancement Advisory Services’s First Trust Mid Cap Growth AlphaDEX Fund FNY Stock Holding History

Wealth Enhancement Advisory Services’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
Q2 		$1.95M Sell
18,469
-223
-1% -$22.7K ﹤0.01% 1591
2026
Q1 		$1.72M Sell
18,692
-9,308
-33% -$884K ﹤0.01% 1482
2025
Q4 		$2.69M Buy
28,000
+689
+3% +$63.3K ﹤0.01% 1348
2025
Q3 		$2.52M Buy
27,311
+178
+0.7% +$15.4K ﹤0.01% 1314
2025
Q2 		$2.27M Sell
27,133
-352
-1% -$27K ﹤0.01% 1296
2025
Q1 		$2.06M Buy
27,485
+234
+0.9% +$18.8K ﹤0.01% 1232
2024
Q4 		$2.18M Buy
27,251
+1,539
+6% +$128K ﹤0.01% 1137
2024
Q3 		$2.05M Buy
25,712
+2,868
+13% +$217K ﹤0.01% 1038
2024
Q2 		$1.68M Sell
22,844
-434
-2% -$31.7K ﹤0.01% 1061
2024
Q1 		$1.76M Buy
23,278
+3,347
+17% +$234K ﹤0.01% 995
2023
Q4 		$1.36M Buy
19,931
+6,150
+45% +$378K ﹤0.01% 1040
2023
Q3 		$837K Buy
+13,781
New +$880K ﹤0.01% 1175

Other funds holding FNY

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
P
&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Wealth Enhancement Advisory Services's FNY Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its First Trust Mid Cap Growth AlphaDEX Fund (FNY) stake by 1.2% in Q2 2026, selling an estimated $22.7K and leaving 18,469 shares worth $1.95M. The position accounts for ﹤0.01% of the portfolio, ranked #1591.

Wealth Enhancement Advisory Services first reported a position in FNY in Q3 2023 and has held it in 12 quarters since. The position peaked at $2.69M in Q4 2025. 128 funds tracked by Wall St. Rank hold FNY as of Q2 2026.

  • Wealth Enhancement Advisory Services held 18,469 shares of First Trust Mid Cap Growth AlphaDEX Fund worth $1.95M as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 223 First Trust Mid Cap Growth AlphaDEX Fund shares in Q2 2026, an estimated $22.7K.
  • First Trust Mid Cap Growth AlphaDEX Fund made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1591 holding.
  • Wealth Enhancement Advisory Services first reported a position in First Trust Mid Cap Growth AlphaDEX Fund in Q3 2023 and has held it in 12 quarters since.
  • Wealth Enhancement Advisory Services's First Trust Mid Cap Growth AlphaDEX Fund position peaked at $2.69M in Q4 2025.
  • 128 funds tracked by Wall St. Rank held First Trust Mid Cap Growth AlphaDEX Fund as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.