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

Clearview 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
2022 Q2	–	Sell	-104	Closed	-$7K	–	609
2022 Q1	$7K	Hold	104	–	–	﹤0.01%	419
2021 Q4	$8K	Hold	104	–	–	﹤0.01%	445
2021 Q3	$7K	Hold	104	–	–	﹤0.01%	465
2021 Q2	$8K	Hold	104	–	–	﹤0.01%	463
2021 Q1	$7K	Hold	104	–	–	﹤0.01%	447
2020 Q4	$7K	Buy	+104	New	+$6.2K	﹤0.01%	416

Other funds holding FNY

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Savior LLC Wellesley Hills, Massachusetts $28M AUM 32.92% 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 $21.3B AUM 22.13% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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 $7.33B AUM 16.07% 1-Year Est. Return

Clearview Wealth Advisors's FNY Position: Q2 2022 in Review

Clearview Wealth Advisors sold out of First Trust Mid Cap Growth AlphaDEX Fund (FNY) in Q2 2022, closing a stake of 104 shares — an estimated $7K sold.

Clearview Wealth Advisors first reported a position in FNY in Q4 2020 and held it in 6 quarters. The position peaked at $8K in Q4 2021. 94 funds tracked by Wall St. Rank hold FNY as of Q2 2022.

Clearview Wealth Advisors reported no remaining First Trust Mid Cap Growth AlphaDEX Fund position as of Q2 2022 after selling out during the quarter.
Clearview Wealth Advisors sold 104 First Trust Mid Cap Growth AlphaDEX Fund shares in Q2 2022, an estimated $7K.
Clearview Wealth Advisors first reported a position in First Trust Mid Cap Growth AlphaDEX Fund in Q4 2020 and held it in 6 quarters.
Clearview Wealth Advisors's First Trust Mid Cap Growth AlphaDEX Fund position peaked at $8K in Q4 2021.
94 funds tracked by Wall St. Rank held First Trust Mid Cap Growth AlphaDEX Fund as of Q2 2022.

Based on Clearview Wealth Advisors's 13F filing for Q2 2022, filed 5 Aug 2022.