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Capital Analysts LLC’s First Trust Mid Cap Growth AlphaDEX Fund FNY Stock Holding History

Capital Analysts LLC’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
-77
Closed -$6K – 1388
2024
Q4 		$6K Buy
+77
New +$6.38K ﹤0.01% 1132

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 $10.1B AUM 14.03% 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

Capital Analysts LLC's FNY Position: Q1 2025 in Review

Capital Analysts LLC sold out of First Trust Mid Cap Growth AlphaDEX Fund (FNY) in Q1 2025, closing a stake of 77 shares — an estimated $6K sold.

Capital Analysts LLC first reported a position in FNY in Q4 2024 and held it in 1 quarter. The position peaked at $6K in Q4 2024. 100 funds tracked by Wall St. Rank hold FNY as of Q1 2025.

  • Capital Analysts LLC reported no remaining First Trust Mid Cap Growth AlphaDEX Fund position as of Q1 2025 after selling out during the quarter.
  • Capital Analysts LLC sold 77 First Trust Mid Cap Growth AlphaDEX Fund shares in Q1 2025, an estimated $6K.
  • Capital Analysts LLC first reported a position in First Trust Mid Cap Growth AlphaDEX Fund in Q4 2024 and held it in 1 quarter.
  • Capital Analysts LLC's First Trust Mid Cap Growth AlphaDEX Fund position peaked at $6K in Q4 2024.
  • 100 funds tracked by Wall St. Rank held First Trust Mid Cap Growth AlphaDEX Fund as of Q1 2025.

Based on Capital Analysts LLC's 13F filing for Q1 2025, filed 14 May 2025.