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Brookstone Capital Management’s First Trust Mid Cap Growth AlphaDEX Fund FNY Stock Holding History

Brookstone Capital 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
2015
Q4 		– Sell
-359
Closed -$10K – 406
2015
Q3 		$10K Buy
+359
New +$10.8K ﹤0.01% 1112

Other funds holding FNY

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TFA
Transamerica Financial Advisors St. Petersburg, Florida $1.17B AUM 23.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
VFS
VSR Financial Services Overland Park, Kansas $607M AUM 0.85% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Brookstone Capital Management's FNY Position: Q4 2015 in Review

Brookstone Capital Management sold out of First Trust Mid Cap Growth AlphaDEX Fund (FNY) in Q4 2015, closing a stake of 359 shares — an estimated $10K sold.

Brookstone Capital Management first reported a position in FNY in Q3 2015 and held it in 1 quarter. The position peaked at $10K in Q3 2015. 33 funds tracked by Wall St. Rank hold FNY as of Q4 2015.

  • Brookstone Capital Management reported no remaining First Trust Mid Cap Growth AlphaDEX Fund position as of Q4 2015 after selling out during the quarter.
  • Brookstone Capital Management sold 359 First Trust Mid Cap Growth AlphaDEX Fund shares in Q4 2015, an estimated $10K.
  • Brookstone Capital Management first reported a position in First Trust Mid Cap Growth AlphaDEX Fund in Q3 2015 and held it in 1 quarter.
  • Brookstone Capital Management's First Trust Mid Cap Growth AlphaDEX Fund position peaked at $10K in Q3 2015.
  • 33 funds tracked by Wall St. Rank held First Trust Mid Cap Growth AlphaDEX Fund as of Q4 2015.

Based on Brookstone Capital Management's 13F filing for Q4 2015, filed 14 Jan 2016.