Bellwether Investment Group’s First Trust Mid Cap Growth AlphaDEX Fund FNY Stock Holding History

Bellwether Investment Group’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
2017 Q1	–	Sell	-242	Closed	-$8K	–	831
2016 Q4	$8K	Buy	+242	New	+$7.42K	0.01%	695
2016 Q2	$7K	Buy	+242	New	+$7.07K	0.01%	454

Other funds holding FNY

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return

KIA

KCM Investment Advisors Greenbrae, California $3.01B AUM 21.97% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BFEC

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

KWM

Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return

Bellwether Investment Group's FNY Position: Q1 2017 in Review

Bellwether Investment Group sold out of First Trust Mid Cap Growth AlphaDEX Fund (FNY) in Q1 2017, closing a stake of 242 shares — an estimated $8K sold.

Bellwether Investment Group first reported a position in FNY in Q2 2016 and held it in 2 quarters. The position peaked at $8K in Q4 2016. 38 funds tracked by Wall St. Rank hold FNY as of Q1 2017.

Bellwether Investment Group reported no remaining First Trust Mid Cap Growth AlphaDEX Fund position as of Q1 2017 after selling out during the quarter.
Bellwether Investment Group sold 242 First Trust Mid Cap Growth AlphaDEX Fund shares in Q1 2017, an estimated $8K.
Bellwether Investment Group first reported a position in First Trust Mid Cap Growth AlphaDEX Fund in Q2 2016 and held it in 2 quarters.
Bellwether Investment Group's First Trust Mid Cap Growth AlphaDEX Fund position peaked at $8K in Q4 2016.
38 funds tracked by Wall St. Rank held First Trust Mid Cap Growth AlphaDEX Fund as of Q1 2017.

Based on Bellwether Investment Group's 13F filing for Q1 2017, filed 12 May 2017.