Carson Wealth (CWM LLC)’s First Trust Mid Cap Growth AlphaDEX Fund FNY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $196K | Hold |
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|
2025
Q2 | $177K | Hold |
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|
2025
Q1 | $161K | Hold |
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|
2024
Q4 | $172K | Hold |
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|
2024
Q3 | $171K | Sell |
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|
2024
Q2 | $231K | Hold |
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|
2024
Q1 | $238K | Hold |
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|
2023
Q4 | $214K | Hold |
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|
2023
Q3 | $191K | Hold |
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|
2023
Q2 | $204K | Hold |
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|
2023
Q1 | $187K | Sell |
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|
2022
Q4 | $183K | Sell |
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|
2022
Q3 | $190K | Hold |
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|
2022
Q2 | $194K | Sell |
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|
2022
Q1 | $237K | Buy |
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|
2021
Q4 | $224K | Buy |
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|
2021
Q2 | $229K | Hold |
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|
2021
Q1 | $229K | Hold |
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|
2020
Q4 | $229K | Hold |
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|
2020
Q3 | $229K | Hold |
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|
2020
Q2 | $229K | Hold |
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|
2020
Q1 | $229K | Hold |
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|
2019
Q4 | $229K | Hold |
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|
2019
Q3 | $229K | Hold |
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|
2019
Q2 | $229K | Hold |
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|
2019
Q1 | $229K | Sell |
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|
2018
Q4 | $2.95M | Buy |
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|
2018
Q3 | $3.67M | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $21K | Buy |
|