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Chesapeake Asset Management’s First Trust Mid Cap Growth AlphaDEX Fund FNY Stock Holding History

Chesapeake Asset 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
2024
Q1 		– Sell
-966
Closed -$65.8K – 358
2023
Q4 		$65.8K Hold
966
– – 0.06% 124
2023
Q3 		$58.6K Hold
966
– – 0.06% 131
2023
Q2 		$62.6K Hold
966
– – 0.06% 129
2023
Q1 		$57.5K Buy
+966
New +$57.4K 0.05% 134

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NA
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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Chesapeake Asset Management's FNY Position: Q1 2024 in Review

Chesapeake Asset Management sold out of First Trust Mid Cap Growth AlphaDEX Fund (FNY) in Q1 2024, closing a stake of 966 shares — an estimated $65.8K sold.

Chesapeake Asset Management first reported a position in FNY in Q1 2023 and held it in 4 quarters. The position peaked at $65.8K in Q4 2023. 89 funds tracked by Wall St. Rank hold FNY as of Q1 2024.

  • Chesapeake Asset Management reported no remaining First Trust Mid Cap Growth AlphaDEX Fund position as of Q1 2024 after selling out during the quarter.
  • Chesapeake Asset Management sold 966 First Trust Mid Cap Growth AlphaDEX Fund shares in Q1 2024, an estimated $65.8K.
  • Chesapeake Asset Management first reported a position in First Trust Mid Cap Growth AlphaDEX Fund in Q1 2023 and held it in 4 quarters.
  • Chesapeake Asset Management's First Trust Mid Cap Growth AlphaDEX Fund position peaked at $65.8K in Q4 2023.
  • 89 funds tracked by Wall St. Rank held First Trust Mid Cap Growth AlphaDEX Fund as of Q1 2024.

Based on Chesapeake Asset Management's 13F filing for Q1 2024, filed 5 Jan 2026.