Ameriprise
FNY icon

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

Ameriprise’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
2021
Q1 		– Sell
-20,499
Closed -$1.34M – 3854
2020
Q4 		$1.34M Sell
20,499
-77,972
-79% -$4.64M ﹤0.01% 2956
2020
Q3 		$5.28M Sell
98,471
-3,472
-3% -$179K ﹤0.01% 2032
2020
Q2 		$4.87M Buy
101,943
+6,146
+6% +$267K ﹤0.01% 2082
2020
Q1 		$3.54M Sell
95,797
-14,356
-13% -$649K ﹤0.01% 2141
2019
Q4 		$5.28M Buy
110,153
+5,360
+5% +$249K ﹤0.01% 2204
2019
Q3 		$4.69M Buy
104,793
+22,466
+27% +$1.03M ﹤0.01% 2244
2019
Q2 		$3.73M Buy
82,327
+5,674
+7% +$251K ﹤0.01% 2416
2019
Q1 		$3.31M Buy
76,653
+61,112
+393% +$2.53M ﹤0.01% 2487
2018
Q4 		$563K Buy
15,541
+4,899
+46% +$196K ﹤0.01% 3151
2018
Q3 		$493K Buy
10,642
+1,532
+17% +$69.6K ﹤0.01% 3296
2018
Q2 		$395K Buy
9,110
+887
+11% +$37.6K ﹤0.01% 3320
2018
Q1 		$329K Buy
8,223
+2,719
+49% +$111K ﹤0.01% 3344
2017
Q4 		$216K Buy
+5,504
New +$211K ﹤0.01% 3451
2014
Q4 		– Sell
-1,610
Closed -$45K – 3959
2014
Q3 		$45K Hold
1,610
– – ﹤0.01% 4067
2014
Q2 		$47K Buy
1,610
+650
+68% +$18.1K ﹤0.01% 3926
2014
Q1 		$27K Sell
960
-200
-17% -$5.58K ﹤0.01% 4056
2013
Q4 		$33K Sell
1,160
-200
-15% -$5.31K ﹤0.01% 3834
2013
Q3 		$35K Buy
1,360
+400
+42% +$9.84K ﹤0.01% 4022
2013
Q2 		$22K Buy
+960
New +$22.5K ﹤0.01% 4209

Other funds holding FNY

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
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
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
MCC
Money Concepts Capital Palm Beach Gardens, Florida $1.81B AUM 21.93% 1-Year Est. Return

Ameriprise's FNY Position: Q1 2021 in Review

Ameriprise sold out of First Trust Mid Cap Growth AlphaDEX Fund (FNY) in Q1 2021, closing a stake of 20,499 shares — an estimated $1.34M sold.

Ameriprise first reported a position in FNY in Q2 2013 and held it in 19 quarters. The position peaked at $5.28M in Q3 2020. 105 funds tracked by Wall St. Rank hold FNY as of Q1 2021.

  • Ameriprise reported no remaining First Trust Mid Cap Growth AlphaDEX Fund position as of Q1 2021 after selling out during the quarter.
  • Ameriprise sold 20,499 First Trust Mid Cap Growth AlphaDEX Fund shares in Q1 2021, an estimated $1.34M.
  • Ameriprise first reported a position in First Trust Mid Cap Growth AlphaDEX Fund in Q2 2013 and held it in 19 quarters.
  • Ameriprise's First Trust Mid Cap Growth AlphaDEX Fund position peaked at $5.28M in Q3 2020.
  • 105 funds tracked by Wall St. Rank held First Trust Mid Cap Growth AlphaDEX Fund as of Q1 2021.

Based on Ameriprise's 13F filing for Q1 2021, filed 17 May 2021.