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Concurrent Investment Advisors’s First Trust Mid Cap Growth AlphaDEX Fund FNY Stock Holding History

Concurrent Investment 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
2024
Q3 		– Sell
-5,670
Closed -$417K – 1117
2024
Q2 		$417K Buy
+5,670
New +$414K 0.01% 648

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NA
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UBS Group
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P
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RJFSA
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Osaic Holdings
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KWM
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Cambridge Investment Research Advisors
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Concurrent Investment Advisors's FNY Position: Q3 2024 in Review

Concurrent Investment Advisors sold out of First Trust Mid Cap Growth AlphaDEX Fund (FNY) in Q3 2024, closing a stake of 5,670 shares — an estimated $417K sold.

Concurrent Investment Advisors first reported a position in FNY in Q2 2024 and held it in 1 quarter. The position peaked at $417K in Q2 2024. 94 funds tracked by Wall St. Rank hold FNY as of Q3 2024.

  • Concurrent Investment Advisors reported no remaining First Trust Mid Cap Growth AlphaDEX Fund position as of Q3 2024 after selling out during the quarter.
  • Concurrent Investment Advisors sold 5,670 First Trust Mid Cap Growth AlphaDEX Fund shares in Q3 2024, an estimated $417K.
  • Concurrent Investment Advisors first reported a position in First Trust Mid Cap Growth AlphaDEX Fund in Q2 2024 and held it in 1 quarter.
  • Concurrent Investment Advisors's First Trust Mid Cap Growth AlphaDEX Fund position peaked at $417K in Q2 2024.
  • 94 funds tracked by Wall St. Rank held First Trust Mid Cap Growth AlphaDEX Fund as of Q3 2024.

Based on Concurrent Investment Advisors's 13F filing for Q3 2024, filed 30 Oct 2024.