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Clarus Wealth Advisors’s First Trust Mid Cap Growth AlphaDEX Fund FNY Stock Holding History

Clarus Wealth Advisors’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
-9,060
Closed -$727K – 102
2024
Q4 		$727K Sell
9,060
-192
-2% -$15.9K 0.36% 66
2024
Q3 		$731K Buy
9,252
+85
+0.9% +$6.44K 0.37% 56
2024
Q2 		$671K Buy
9,167
+165
+2% +$12K 0.36% 57
2024
Q1 		$658K Sell
9,002
-1,408
-14% -$98.6K 0.37% 55
2023
Q4 		$690K Buy
+10,410
New +$639K 0.41% 53
2023
Q2 		$675K Buy
10,560
+23
+0.2% +$1.39K 0.41% 51
2023
Q1 		$612K Buy
10,537
+814
+8% +$48.4K 0.39% 56
2022
Q4 		$561K Buy
9,723
+1,192
+14% +$69K 0.37% 53
2022
Q3 		$471K Buy
+8,531
New +$502K 0.34% 54
2019
Q3 		– Sell
-1,400
Closed -$63K – 286
2019
Q2 		$63K Sell
1,400
-3,725
-73% -$165K 0.05% 246
2019
Q1 		$221K Buy
5,125
+110
+2% +$4.56K 0.17% 85
2018
Q4 		$182K Buy
5,015
+350
+8% +$14K 0.29% 90
2018
Q3 		$216K Sell
4,665
-400
-8% -$18.2K 0.14% 119
2018
Q2 		$206K Hold
5,065
– – 0.16% 106
2018
Q1 		$206K Buy
+5,065
New +$207K 0.19% 106

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 $11B AUM 18.22% 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

Clarus Wealth Advisors's FNY Position: Q1 2025 in Review

Clarus Wealth Advisors sold out of First Trust Mid Cap Growth AlphaDEX Fund (FNY) in Q1 2025, closing a stake of 9,060 shares — an estimated $727K sold.

Clarus Wealth Advisors first reported a position in FNY in Q1 2018 and held it in 15 quarters. The position peaked at $731K in Q3 2024. 100 funds tracked by Wall St. Rank hold FNY as of Q1 2025.

  • Clarus Wealth Advisors reported no remaining First Trust Mid Cap Growth AlphaDEX Fund position as of Q1 2025 after selling out during the quarter.
  • Clarus Wealth Advisors sold 9,060 First Trust Mid Cap Growth AlphaDEX Fund shares in Q1 2025, an estimated $727K.
  • Clarus Wealth Advisors first reported a position in First Trust Mid Cap Growth AlphaDEX Fund in Q1 2018 and held it in 15 quarters.
  • Clarus Wealth Advisors's First Trust Mid Cap Growth AlphaDEX Fund position peaked at $731K in Q3 2024.
  • 100 funds tracked by Wall St. Rank held First Trust Mid Cap Growth AlphaDEX Fund as of Q1 2025.

Based on Clarus Wealth Advisors's 13F filing for Q1 2025, filed 10 Apr 2025.