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

American Portfolios 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
2022 Q3	$46.2K	Buy	862 +860	+43,000%	+$50.6K	﹤0.01%	1758
2022 Q2	$109	Hold	2	–	–	﹤0.01%	3480
2022 Q1	$133	Hold	2	–	–	﹤0.01%	3545
2021 Q4	$148	Hold	2	–	–	﹤0.01%	3472
2021 Q3	$144	Hold	2	–	–	﹤0.01%	3433
2021 Q2	$151	Sell	2 -22	-92%	-$1.54K	﹤0.01%	3367
2021 Q1	$1.63K	Sell	24 -380	-94%	-$26.4K	﹤0.01%	3039
2020 Q4	$26.4K	Hold	404	–	–	﹤0.01%	1693
2020 Q3	$21.6K	Sell	404 -15,145	-97%	-$779K	﹤0.01%	1666
2020 Q2	$743K	Sell	15,549 -383	-2%	-$16.7K	0.05%	343
2020 Q1	$589K	Buy	15,932 +15,892	+39,730%	+$718K	0.05%	335
2019 Q4	$1.92K	Sell	40 -7,360	-99%	-$341K	﹤0.01%	2583
2019 Q3	$331K	Buy	7,400 +7,398	+369,900%	+$339K	0.03%	538
2019 Q2	$90	Hold	2	–	–	﹤0.01%	2705
2019 Q1	$86	Hold	2	–	–	﹤0.01%	2585
2018 Q4	$72	Buy	+2	New	+$80	﹤0.01%	2379

Other funds holding FNY

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Savior LLC Wellesley Hills, Massachusetts $34.9M AUM 32.88% 1-Year Est. Return

JAWM

J. Arnold Wealth Management Youngstown, Ohio $294M AUM 33.6% 1-Year Est. Return

AOG

Alpha Omega Group Reston, Virginia $84.1M AUM 6.41% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

KWM

Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return

American Portfolios Advisors's FNY Position: Q3 2022 in Review

American Portfolios Advisors increased its First Trust Mid Cap Growth AlphaDEX Fund (FNY) stake by 43,000% in Q3 2022, buying an estimated $50.6K and bringing the position to 862 shares worth $46.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1758.

American Portfolios Advisors first reported a position in FNY in Q4 2018 and has held it in 16 quarters since. The position peaked at $743K in Q2 2020. 86 funds tracked by Wall St. Rank hold FNY as of Q3 2022.

American Portfolios Advisors held 862 shares of First Trust Mid Cap Growth AlphaDEX Fund worth $46.2K as of Q3 2022.
American Portfolios Advisors bought 860 First Trust Mid Cap Growth AlphaDEX Fund shares in Q3 2022, an estimated $50.6K.
First Trust Mid Cap Growth AlphaDEX Fund made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #1758 holding.
American Portfolios Advisors first reported a position in First Trust Mid Cap Growth AlphaDEX Fund in Q4 2018 and has held it in 16 quarters since.
American Portfolios Advisors's First Trust Mid Cap Growth AlphaDEX Fund position peaked at $743K in Q2 2020.
86 funds tracked by Wall St. Rank held First Trust Mid Cap Growth AlphaDEX Fund as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.