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Chicago Partners Investment Group’s First Trust Mid Cap Growth AlphaDEX Fund FNY Stock Holding History

Chicago Partners Investment Group’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
2016
Q1 		– Sell
-8,904
Closed -$257K – 453
2015
Q4 		$257K Buy
+8,904
New +$260K 0.12% 125

Other funds holding FNY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TFA
Transamerica Financial Advisors St. Petersburg, Florida $1.17B AUM 23.36% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2B AUM 19.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Chicago Partners Investment Group's FNY Position: Q1 2016 in Review

Chicago Partners Investment Group sold out of First Trust Mid Cap Growth AlphaDEX Fund (FNY) in Q1 2016, closing a stake of 8,904 shares — an estimated $257K sold.

Chicago Partners Investment Group first reported a position in FNY in Q4 2015 and held it in 1 quarter. The position peaked at $257K in Q4 2015. 36 funds tracked by Wall St. Rank hold FNY as of Q1 2016.

  • Chicago Partners Investment Group reported no remaining First Trust Mid Cap Growth AlphaDEX Fund position as of Q1 2016 after selling out during the quarter.
  • Chicago Partners Investment Group sold 8,904 First Trust Mid Cap Growth AlphaDEX Fund shares in Q1 2016, an estimated $257K.
  • Chicago Partners Investment Group first reported a position in First Trust Mid Cap Growth AlphaDEX Fund in Q4 2015 and held it in 1 quarter.
  • Chicago Partners Investment Group's First Trust Mid Cap Growth AlphaDEX Fund position peaked at $257K in Q4 2015.
  • 36 funds tracked by Wall St. Rank held First Trust Mid Cap Growth AlphaDEX Fund as of Q1 2016.

Based on Chicago Partners Investment Group's 13F filing for Q1 2016, filed 26 Apr 2016.