Belvedere Trading
FNY icon

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

Belvedere Trading’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
2025
Q1 		– Sell
-3,100
Closed -$248K – 768
2024
Q4 		$248K Buy
3,100
+100
+3% +$8.29K ﹤0.01% 372
2024
Q3 		$239K Sell
3,000
-400
-12% -$30.3K ﹤0.01% 315
2024
Q2 		$250K Hold
3,400
– – ﹤0.01% 309
2024
Q1 		$257K Sell
3,400
-300
-8% -$21K ﹤0.01% 271
2023
Q4 		$252K Buy
3,700
+100
+3% +$6.14K ﹤0.01% 285
2023
Q3 		$219K Hold
3,600
– – ﹤0.01% 206
2023
Q2 		$233K Buy
+3,600
New +$217K ﹤0.01% 276

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
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return