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

Barclays’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
Q4 		– Sell
-1,345
Closed -$97K – 4322
2021
Q3 		$97K Buy
+1,345
New +$99.2K ﹤0.01% 3908

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
GAG
GM Advisory Group Melville, New York $2.6B AUM 18.86% 1-Year Est. Return
SL
Savior LLC Wellesley Hills, Massachusetts $28M AUM 32.92% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
SMF
Sterling Manor Financial Saratoga Springs, New York $160M AUM 13.84% 1-Year Est. Return
AOG
Alpha Omega Group Reston, Virginia $84.1M AUM 6.41% 1-Year Est. Return

Barclays's FNY Position: Q4 2021 in Review

Barclays sold out of First Trust Mid Cap Growth AlphaDEX Fund (FNY) in Q4 2021, closing a stake of 1,345 shares — an estimated $97K sold.

Barclays first reported a position in FNY in Q3 2021 and held it in 1 quarter. The position peaked at $97K in Q3 2021. 112 funds tracked by Wall St. Rank hold FNY as of Q4 2021.

  • Barclays reported no remaining First Trust Mid Cap Growth AlphaDEX Fund position as of Q4 2021 after selling out during the quarter.
  • Barclays sold 1,345 First Trust Mid Cap Growth AlphaDEX Fund shares in Q4 2021, an estimated $97K.
  • Barclays first reported a position in First Trust Mid Cap Growth AlphaDEX Fund in Q3 2021 and held it in 1 quarter.
  • Barclays's First Trust Mid Cap Growth AlphaDEX Fund position peaked at $97K in Q3 2021.
  • 112 funds tracked by Wall St. Rank held First Trust Mid Cap Growth AlphaDEX Fund as of Q4 2021.

Based on Barclays's 13F filing for Q4 2021, filed 14 Feb 2022.