B. Riley Wealth Advisors’s First Trust Mid Cap Growth AlphaDEX Fund FNY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-3,142
| Closed | -$234K | – | 1429 |
|
|
2021
Q4 | $234K | Buy |
3,142
+100
| +3% | +$7.45K | 0.01% | 1196 |
|
|
2021
Q3 | $219K | Sell |
3,042
-110
| -3% | -$7.92K | 0.01% | 1198 |
|
|
2021
Q2 | $238K | Sell |
3,152
-2,221
| -41% | -$168K | 0.01% | 1140 |
|
|
2021
Q1 | $366K | Buy |
5,373
+1,937
| +56% | +$132K | 0.01% | 893 |
|
|
2020
Q4 | $225K | Sell |
3,436
-770
| -18% | -$50.4K | 0.01% | 888 |
|
|
2020
Q3 | $226K | Buy |
+4,206
| New | +$226K | 0.01% | 807 |
|