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Associated Banc-Corp’s First Trust Mid Cap Growth AlphaDEX Fund FNY Stock Holding History

Associated Banc-Corp’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
2020
Q4 		– Sell
-790
Closed -$42K – 996
2020
Q3 		$42K Hold
790
– – ﹤0.01% 371
2020
Q2 		$38K Hold
790
– – ﹤0.01% 374
2020
Q1 		$29K Buy
+790
New +$35.7K ﹤0.01% 368

Other funds holding FNY

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
AOG
Alpha Omega Group Reston, Virginia $84.1M AUM 6.41% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
SL
Savior LLC Wellesley Hills, Massachusetts $34.9M AUM 32.88% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return

Associated Banc-Corp's FNY Position: Q4 2020 in Review

Associated Banc-Corp sold out of First Trust Mid Cap Growth AlphaDEX Fund (FNY) in Q4 2020, closing a stake of 790 shares — an estimated $42K sold.

Associated Banc-Corp first reported a position in FNY in Q1 2020 and held it in 3 quarters. The position peaked at $42K in Q3 2020. 110 funds tracked by Wall St. Rank hold FNY as of Q4 2020.

  • Associated Banc-Corp reported no remaining First Trust Mid Cap Growth AlphaDEX Fund position as of Q4 2020 after selling out during the quarter.
  • Associated Banc-Corp sold 790 First Trust Mid Cap Growth AlphaDEX Fund shares in Q4 2020, an estimated $42K.
  • Associated Banc-Corp first reported a position in First Trust Mid Cap Growth AlphaDEX Fund in Q1 2020 and held it in 3 quarters.
  • Associated Banc-Corp's First Trust Mid Cap Growth AlphaDEX Fund position peaked at $42K in Q3 2020.
  • 110 funds tracked by Wall St. Rank held First Trust Mid Cap Growth AlphaDEX Fund as of Q4 2020.

Based on Associated Banc-Corp's 13F filing for Q4 2020, filed 11 Feb 2021.