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

BostonPremier Wealth’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
2026
Q1 		$420K Hold
4,637
– – 0.22% 39
2025
Q4 		$423K Sell
4,637
-10
-0.2% -$919 0.22% 39
2025
Q3 		$426K Sell
4,647
-29
-0.6% -$2.5K 0.21% 37
2025
Q2 		$386K Buy
4,676
+1
+0% +$77 0.21% 34
2025
Q1 		$350K Sell
4,675
-18
-0.4% -$1.45K 0.22% 34
2024
Q4 		$375K Buy
+4,693
New +$389K 0.23% 34

Other funds holding FNY

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Wells Fargo
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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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return