Cornerstone Wealth Management’s First Trust Mid Cap Growth AlphaDEX Fund FNY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $468K | Hold |
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|
2025
Q1 | $425K | Sell |
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|
2024
Q4 | $465K | Hold |
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|
2024
Q3 | $463K | Hold |
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|
2024
Q2 | $427K | Hold |
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|
2024
Q1 | $439K | Sell |
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|
2023
Q4 | $404K | Hold |
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|
2023
Q3 | $360K | Sell |
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|
2023
Q2 | $498K | Buy |
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|
2023
Q1 | $454K | Buy |
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|
2022
Q3 | $458K | Sell |
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|
2022
Q2 | $605K | Buy |
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|
2022
Q1 | $725K | Buy |
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|
2021
Q4 | $755K | Sell |
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|
2021
Q3 | $735K | Sell |
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|
2021
Q2 | $1.7M | Sell |
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|
2021
Q1 | $2.14M | Sell |
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|
2020
Q4 | $2.56M | Buy |
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|
2020
Q3 | $1.33M | Buy |
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|
2020
Q2 | $504K | Sell |
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|
2020
Q1 | $390K | Sell |
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|
2019
Q4 | $621K | Sell |
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|
2019
Q3 | $623K | Sell |
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|
2019
Q2 | $668K | Sell |
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|
2019
Q1 | $1.36M | Buy |
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|
2018
Q4 | $552K | Sell |
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|
2018
Q3 | $9.1M | Sell |
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|
2018
Q2 | $14.9M | Buy |
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|
2018
Q1 | $589K | Buy |
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|
2017
Q4 | $376K | Buy |
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|
2017
Q3 | $339K | Sell |
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|
2017
Q2 | $347K | Sell |
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|
2017
Q1 | $382K | Buy |
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|
2016
Q4 | $319K | Hold |
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|
2016
Q3 | $308K | Buy |
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|
2016
Q1 | $1.47M | Buy |
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