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Ahrens Investment Partners’s First Trust Mid Cap Growth AlphaDEX Fund FNY Stock Holding History

Ahrens Investment 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
2023
Q1 		$3.57K Buy
+60
New +$3.57K ﹤0.01% 816
2022
Q3 		– Sell
-60
Closed -$3K – 433
2022
Q2 		$3K Sell
60
-100
-63% -$6.07K ﹤0.01% 835
2022
Q1 		$11K Hold
160
– – ﹤0.01% 712
2021
Q4 		$12K Buy
+160
New +$11.9K 0.01% 701

Other funds holding FNY

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SL
Savior LLC Wellesley Hills, Massachusetts $34.9M AUM 32.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Ahrens Investment Partners's FNY Position: Q1 2023 in Review

Ahrens Investment Partners opened a new position in First Trust Mid Cap Growth AlphaDEX Fund (FNY) in Q1 2023: 60 shares worth $3.57K. The stake represents ﹤0.01% of the portfolio and ranks #816 among its holdings. This is a return to the name: Ahrens Investment Partners previously reported a position in FNY as recently as Q2 2022.

Ahrens Investment Partners first reported a position in FNY in Q4 2021 and has held it in 4 quarters since. The position peaked at $12K in Q4 2021. 79 funds tracked by Wall St. Rank hold FNY as of Q1 2023.

  • Ahrens Investment Partners held 60 shares of First Trust Mid Cap Growth AlphaDEX Fund worth $3.57K as of Q1 2023.
  • First Trust Mid Cap Growth AlphaDEX Fund was a new Ahrens Investment Partners position in Q1 2023.
  • First Trust Mid Cap Growth AlphaDEX Fund made up ﹤0.01% of Ahrens Investment Partners's portfolio in Q1 2023, its #816 holding.
  • Ahrens Investment Partners first reported a position in First Trust Mid Cap Growth AlphaDEX Fund in Q4 2021 and has held it in 4 quarters since.
  • Ahrens Investment Partners's First Trust Mid Cap Growth AlphaDEX Fund position peaked at $12K in Q4 2021.
  • 79 funds tracked by Wall St. Rank held First Trust Mid Cap Growth AlphaDEX Fund as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.