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

Win 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
Q2 		$2.49M Buy
+22,440
New +$2.29M 0.89% 35
2022
Q4 		– Sell
-1
Closed – – 143
2022
Q3 		$0 Hold
1
– – ﹤0.01% 134
2022
Q2 		$0 Sell
1
-1,112
-100% -$67.5K ﹤0.01% 173
2022
Q1 		$74K Buy
+1,113
New +$73.6K 0.02% 82

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

Win Advisors's FNY Position: Q2 2026 in Review

Win Advisors opened a new position in First Trust Mid Cap Growth AlphaDEX Fund (FNY) in Q2 2026: 22,440 shares worth $2.49M. The stake represents 0.89% of the portfolio and ranks #35 among its holdings. This is a return to the name: Win Advisors previously reported a position in FNY as recently as Q3 2022.

Win Advisors first reported a position in FNY in Q1 2022 and has held it in 4 quarters since. 127 funds tracked by Wall St. Rank hold FNY as of Q2 2026.

  • Win Advisors held 22,440 shares of First Trust Mid Cap Growth AlphaDEX Fund worth $2.49M as of Q2 2026.
  • First Trust Mid Cap Growth AlphaDEX Fund was a new Win Advisors position in Q2 2026.
  • First Trust Mid Cap Growth AlphaDEX Fund made up 0.89% of Win Advisors's portfolio in Q2 2026, its #35 holding.
  • Win Advisors first reported a position in First Trust Mid Cap Growth AlphaDEX Fund in Q1 2022 and has held it in 4 quarters since.
  • 127 funds tracked by Wall St. Rank held First Trust Mid Cap Growth AlphaDEX Fund as of Q2 2026.

Based on Win Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.