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

World Investment 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	$709K	Hold	7,830	–	–	0.01%	820
2026 Q1	$709K	Hold	7,830	–	–	0.01%	836
2025 Q4	$714K	Hold	7,830	–	–	0.01%	797
2025 Q3	$717K	Hold	7,830	–	–	0.01%	663
2025 Q2	$646K	Sell	7,830 -100	-1%	-$7.68K	0.01%	646
2025 Q1	$594K	Buy	7,930 +100	+1%	+$8.04K	0.02%	644
2024 Q4	$626K	Buy	+7,830	New	+$649K	0.02%	600

Other funds holding FNY

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

World Investment Advisors's FNY Position: Q2 2026 in Review

World Investment Advisors held its First Trust Mid Cap Growth AlphaDEX Fund (FNY) position steady in Q2 2026 at 7,830 shares worth $709K. The position accounts for 0.01% of the portfolio, ranked #820.

World Investment Advisors first reported a position in FNY in Q4 2024 and has held it in 7 quarters since. The position peaked at $717K in Q3 2025. 128 funds tracked by Wall St. Rank hold FNY as of Q2 2026.

World Investment Advisors held 7,830 shares of First Trust Mid Cap Growth AlphaDEX Fund worth $709K as of Q2 2026.
World Investment Advisors left its First Trust Mid Cap Growth AlphaDEX Fund share count unchanged in Q2 2026.
First Trust Mid Cap Growth AlphaDEX Fund made up 0.01% of World Investment Advisors's portfolio in Q2 2026, its #820 holding.
World Investment Advisors first reported a position in First Trust Mid Cap Growth AlphaDEX Fund in Q4 2024 and has held it in 7 quarters since.
World Investment Advisors's First Trust Mid Cap Growth AlphaDEX Fund position peaked at $717K in Q3 2025.
128 funds tracked by Wall St. Rank held First Trust Mid Cap Growth AlphaDEX Fund as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.