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Wealth Management Partners’s First Trust Mid Cap Growth AlphaDEX Fund FNY Stock Holding History

Wealth Management Partners’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 		$4.07M Buy
36,714
+313
+0.9% +$31.9K 0.96% 27
2026
Q1 		$3.29M Buy
36,401
+435
+1% +$41.3K 0.94% 25
2025
Q4 		$3.28M Sell
35,966
-372
-1% -$34.2K 0.94% 24
2025
Q3 		$3.33M Buy
36,338
+276
+0.8% +$23.8K 1.06% 22
2025
Q2 		$2.99M Sell
36,062
-291
-0.8% -$22.3K 1.06% 22
2025
Q1 		$2.72M Buy
36,353
+429
+1% +$34.5K 1.26% 23
2024
Q4 		$2.87M Buy
35,924
+207
+0.6% +$17.2K 1.24% 20
2024
Q3 		$2.84M Sell
35,717
-222
-0.6% -$16.8K 1.32% 21
2024
Q2 		$2.64M Buy
35,939
+82
+0.2% +$5.98K 1.29% 19
2024
Q1 		$2.71M Sell
35,857
-1,129
-3% -$79.1K 1.38% 19
2023
Q4 		$2.52M Sell
36,986
-659
-2% -$40.5K 1.41% 19
2023
Q3 		$2.29M Buy
+37,645
New +$2.4M 1.43% 19

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 Management Partners's FNY Position: Q2 2026 in Review

Wealth Management Partners increased its First Trust Mid Cap Growth AlphaDEX Fund (FNY) stake by 0.86% in Q2 2026, buying an estimated $31.9K and bringing the position to 36,714 shares worth $4.07M. The position accounts for 0.96% of the portfolio, ranked #27.

Wealth Management Partners first reported a position in FNY in Q3 2023 and has held it in 12 quarters since. 128 funds tracked by Wall St. Rank hold FNY as of Q2 2026.

  • Wealth Management Partners held 36,714 shares of First Trust Mid Cap Growth AlphaDEX Fund worth $4.07M as of Q2 2026.
  • Wealth Management Partners bought 313 First Trust Mid Cap Growth AlphaDEX Fund shares in Q2 2026, an estimated $31.9K.
  • First Trust Mid Cap Growth AlphaDEX Fund made up 0.96% of Wealth Management Partners's portfolio in Q2 2026, its #27 holding.
  • Wealth Management Partners first reported a position in First Trust Mid Cap Growth AlphaDEX Fund in Q3 2023 and has held it in 12 quarters since.
  • 128 funds tracked by Wall St. Rank held First Trust Mid Cap Growth AlphaDEX Fund as of Q2 2026.

Based on Wealth Management Partners's 13F filing for Q2 2026, filed 22 Jul 2026.