Braun-Bostich & Associates’s First Trust Mid Cap Growth AlphaDEX Fund FNY Stock Holding History

Braun-Bostich & Associates’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
2024 Q2	–	Sell	-11,440	Closed	-$865K	–	118
2024 Q1	$865K	Sell	11,440 -3,494	-23%	-$245K	0.72%	42
2023 Q4	$1.02M	Buy	+14,934	New	+$917K	0.92%	24
2023 Q3	–	Sell	-13,312	Closed	-$862K	–	68
2023 Q2	$862K	Buy	13,312 +278	+2%	+$16.8K	1.85%	16
2023 Q1	$775K	Buy	13,034 +843	+7%	+$50.1K	1.83%	18
2022 Q4	$687K	Buy	12,191 +4,261	+54%	+$247K	1.98%	22
2022 Q3	$424K	Buy	+7,930	New	+$466K	1.3%	35

Other funds holding FNY

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

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

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

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

Braun-Bostich & Associates's FNY Position: Q2 2024 in Review

Braun-Bostich & Associates sold out of First Trust Mid Cap Growth AlphaDEX Fund (FNY) in Q2 2024, closing a stake of 11,440 shares — an estimated $865K sold.

Braun-Bostich & Associates first reported a position in FNY in Q3 2022 and held it in 6 quarters. The position peaked at $1.02M in Q4 2023. 94 funds tracked by Wall St. Rank hold FNY as of Q2 2024.

Braun-Bostich & Associates reported no remaining First Trust Mid Cap Growth AlphaDEX Fund position as of Q2 2024 after selling out during the quarter.
Braun-Bostich & Associates sold 11,440 First Trust Mid Cap Growth AlphaDEX Fund shares in Q2 2024, an estimated $865K.
Braun-Bostich & Associates first reported a position in First Trust Mid Cap Growth AlphaDEX Fund in Q3 2022 and held it in 6 quarters.
Braun-Bostich & Associates's First Trust Mid Cap Growth AlphaDEX Fund position peaked at $1.02M in Q4 2023.
94 funds tracked by Wall St. Rank held First Trust Mid Cap Growth AlphaDEX Fund as of Q2 2024.

Based on Braun-Bostich & Associates's 13F filing for Q2 2024, filed 13 Aug 2024.