Arkadios Wealth Advisors’s First Trust Mid Cap Growth AlphaDEX Fund FNY Stock Holding History

Arkadios Wealth 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
2021 Q3	–	Sell	-160	Closed	-$12K	–	1929
2021 Q2	$12K	Hold	160	–	–	﹤0.01%	1477
2021 Q1	$10K	Hold	160	–	–	﹤0.01%	1187
2020 Q4	$10K	Buy	+160	New	+$9.53K	﹤0.01%	952

Other funds holding FNY

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

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

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

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

Savior LLC Wellesley Hills, Massachusetts $28M AUM 32.92% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

BFEC

Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 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 $21.3B AUM 22.13% 1-Year Est. Return

Arkadios Wealth Advisors's FNY Position: Q3 2021 in Review

Arkadios Wealth Advisors sold out of First Trust Mid Cap Growth AlphaDEX Fund (FNY) in Q3 2021, closing a stake of 160 shares — an estimated $12K sold.

Arkadios Wealth Advisors first reported a position in FNY in Q4 2020 and held it in 3 quarters. The position peaked at $12K in Q2 2021. 99 funds tracked by Wall St. Rank hold FNY as of Q3 2021.

Arkadios Wealth Advisors reported no remaining First Trust Mid Cap Growth AlphaDEX Fund position as of Q3 2021 after selling out during the quarter.
Arkadios Wealth Advisors sold 160 First Trust Mid Cap Growth AlphaDEX Fund shares in Q3 2021, an estimated $12K.
Arkadios Wealth Advisors first reported a position in First Trust Mid Cap Growth AlphaDEX Fund in Q4 2020 and held it in 3 quarters.
Arkadios Wealth Advisors's First Trust Mid Cap Growth AlphaDEX Fund position peaked at $12K in Q2 2021.
99 funds tracked by Wall St. Rank held First Trust Mid Cap Growth AlphaDEX Fund as of Q3 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q3 2021, filed 19 Oct 2021.