Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
ASN
Advisory Services Network’s
First Trust Mid Cap Growth AlphaDEX Fund
FNY
Stock Holding History
Advisory Services Network’s Portfolio
FNY Stock Details
FNY Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$5.25K
Buy
+58
New
+$5.51K
﹤0.01%
3829
2025
Q4
–
Sell
-2,096
Closed
-$192K
–
2693
2025
Q3
$192K
Buy
+2,096
New
+$181K
﹤0.01%
1711
2022
Q1
–
Sell
-3,921
Closed
-$291K
–
1483
2021
Q4
$291K
Buy
3,921
+105
+3%
+$7.84K
0.01%
1139
2021
Q3
$274K
Buy
+3,816
New
+$281K
0.01%
1141
2021
Q1
–
Sell
-3,841
Closed
-$251K
–
1967
2020
Q4
$251K
Sell
3,841
-202
-5%
-$12K
0.01%
979
2020
Q3
$216K
Sell
4,043
-149
-4%
-$7.67K
0.01%
950
2020
Q2
$200K
Buy
4,192
+64
+2%
+$2.79K
0.01%
940
2020
Q1
$153K
Buy
4,128
+449
+12%
+$20.3K
0.01%
909
2019
Q4
$176K
Sell
3,679
-52
-1%
-$2.41K
0.01%
936
2019
Q3
$169K
Hold
3,731
–
–
0.01%
882
2019
Q2
$169K
Buy
3,731
+456
+14%
+$20.2K
0.01%
880
2019
Q1
$141K
Buy
3,275
+1,620
+98%
+$67.1K
0.01%
875
2018
Q4
$60K
Sell
1,655
-1,503
-48%
-$60.2K
0.01%
1074
2018
Q3
$146K
Buy
3,158
+658
+26%
+$29.9K
0.01%
845
2018
Q2
$112K
Buy
+2,500
New
+$106K
0.01%
907
Other funds holding FNY
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
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
St Petersburg, Florida
$324B AUM
22.36%
1-Year Est. Return
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
Fairfield, Iowa
$38.8B AUM
21.88%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close