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Black Point Wealth Management’s First Trust Mid Cap Growth AlphaDEX Fund FNY Stock Holding History

Black Point Wealth Management’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
-9,231
Closed -$738K – 24
2024
Q4 		$738K Sell
9,231
-196
-2% -$16.2K 0.85% 16
2024
Q3 		$751K Sell
9,427
-133
-1% -$10.1K 0.87% 17
2024
Q2 		$703K Buy
+9,560
New +$698K 0.73% 14

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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
P
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Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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 $424B AUM 22.96% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return

Black Point Wealth Management's FNY Position: Q1 2025 in Review

Black Point Wealth Management sold out of First Trust Mid Cap Growth AlphaDEX Fund (FNY) in Q1 2025, closing a stake of 9,231 shares — an estimated $738K sold.

Black Point Wealth Management first reported a position in FNY in Q2 2024 and held it in 3 quarters. The position peaked at $751K in Q3 2024. 100 funds tracked by Wall St. Rank hold FNY as of Q1 2025.

  • Black Point Wealth Management reported no remaining First Trust Mid Cap Growth AlphaDEX Fund position as of Q1 2025 after selling out during the quarter.
  • Black Point Wealth Management sold 9,231 First Trust Mid Cap Growth AlphaDEX Fund shares in Q1 2025, an estimated $738K.
  • Black Point Wealth Management first reported a position in First Trust Mid Cap Growth AlphaDEX Fund in Q2 2024 and held it in 3 quarters.
  • Black Point Wealth Management's First Trust Mid Cap Growth AlphaDEX Fund position peaked at $751K in Q3 2024.
  • 100 funds tracked by Wall St. Rank held First Trust Mid Cap Growth AlphaDEX Fund as of Q1 2025.

Based on Black Point Wealth Management's 13F filing for Q1 2025, filed 14 Apr 2025.