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

CEDRUS’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
2022
Q2 		– Sell
-3,034
Closed -$202K – 145
2022
Q1 		$202K Sell
3,034
-33
-1% -$2.18K 0.18% 143
2021
Q4 		$228K Buy
+3,067
New +$229K 0.22% 136

Other funds holding FNY

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SL
Savior LLC Wellesley Hills, Massachusetts $34.9M AUM 32.88% 1-Year Est. Return
AOG
Alpha Omega Group Reston, Virginia $84.1M AUM 6.41% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return

CEDRUS's FNY Position: Q2 2022 in Review

CEDRUS sold out of First Trust Mid Cap Growth AlphaDEX Fund (FNY) in Q2 2022, closing a stake of 3,034 shares — an estimated $202K sold.

CEDRUS first reported a position in FNY in Q4 2021 and held it in 2 quarters. The position peaked at $228K in Q4 2021. 94 funds tracked by Wall St. Rank hold FNY as of Q2 2022.

  • CEDRUS reported no remaining First Trust Mid Cap Growth AlphaDEX Fund position as of Q2 2022 after selling out during the quarter.
  • CEDRUS sold 3,034 First Trust Mid Cap Growth AlphaDEX Fund shares in Q2 2022, an estimated $202K.
  • CEDRUS first reported a position in First Trust Mid Cap Growth AlphaDEX Fund in Q4 2021 and held it in 2 quarters.
  • CEDRUS's First Trust Mid Cap Growth AlphaDEX Fund position peaked at $228K in Q4 2021.
  • 94 funds tracked by Wall St. Rank held First Trust Mid Cap Growth AlphaDEX Fund as of Q2 2022.

Based on CEDRUS's 13F filing for Q2 2022, filed 19 Jan 2024.