Clear Point Advisors’s First Trust Mid Cap Growth AlphaDEX Fund FNY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $418K | Sell |
5,071
-48
| -0.9% | -$3.96K | 0.35% | 75 |
|
|
2025
Q1 | $383K | Sell |
5,119
-101
| -2% | -$7.56K | 0.34% | 76 |
|
|
2024
Q4 | $418K | Buy |
5,220
+10
| +0.2% | +$800 | 0.36% | 74 |
|
|
2024
Q3 | $415K | Buy |
5,210
+20
| +0.4% | +$1.59K | 0.32% | 74 |
|
|
2024
Q2 | $382K | Hold |
5,190
| – | – | 0.31% | 75 |
|
|
2024
Q1 | $392K | Sell |
5,190
-136
| -3% | -$10.3K | 0.32% | 76 |
|
|
2023
Q4 | $363K | Buy |
+5,326
| New | +$363K | 0.32% | 74 |
|