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Coppell Advisory Solutions’s First Trust Mid Cap Growth AlphaDEX Fund FNY Stock Holding History

Coppell Advisory Solutions’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
-117
Closed -$8.7K – 882
2024
Q4 		$8.7K Hold
117
– – ﹤0.01% 1158
2024
Q3 		$8.7K Hold
117
– – ﹤0.01% 1124
2024
Q2 		$8.7K Buy
+117
New +$8.54K ﹤0.01% 1054
2023
Q4 		$7.97K Buy
+117
New +$7.18K ﹤0.01% 992
2020
Q4 		$565K Buy
+8,644
New +$515K 0.28% 92

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 $10.1B AUM 14.03% 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

Coppell Advisory Solutions's FNY Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of First Trust Mid Cap Growth AlphaDEX Fund (FNY) in Q1 2025, closing a stake of 117 shares — an estimated $8.7K sold.

Coppell Advisory Solutions first reported a position in FNY in Q4 2020 and held it in 5 quarters. The position peaked at $565K in Q4 2020. 100 funds tracked by Wall St. Rank hold FNY as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining First Trust Mid Cap Growth AlphaDEX Fund position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 117 First Trust Mid Cap Growth AlphaDEX Fund shares in Q1 2025, an estimated $8.7K.
  • Coppell Advisory Solutions first reported a position in First Trust Mid Cap Growth AlphaDEX Fund in Q4 2020 and held it in 5 quarters.
  • Coppell Advisory Solutions's First Trust Mid Cap Growth AlphaDEX Fund position peaked at $565K in Q4 2020.
  • 100 funds tracked by Wall St. Rank held First Trust Mid Cap Growth AlphaDEX Fund as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.