Creative Financial Designs’s First Trust Mid Cap Growth AlphaDEX Fund FNY Stock Holding History

Creative Financial Designs’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
2021 Q2	–	Sell	-235	Closed	-$16K	–	1413
2021 Q1	$16K	Buy	235 +205	+683%	+$14.3K	﹤0.01%	836
2020 Q4	$2K	Hold	30	–	–	﹤0.01%	1127
2020 Q3	$2K	Buy	+30	New	+$1.54K	﹤0.01%	1088
2017 Q1	–	Sell	-324	Closed	-$10K	–	772
2016 Q4	$10K	Buy	+324	New	+$9.93K	0.01%	390

Other funds holding FNY

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

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

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

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

JAWM

J. Arnold Wealth Management Youngstown, Ohio $294M AUM 33.6% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

AOG

Alpha Omega Group Reston, Virginia $84.1M AUM 6.41% 1-Year Est. Return

SAM

Synergy Asset Management Vancouver, Washington $942M AUM 24.44% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Creative Financial Designs's FNY Position: Q2 2021 in Review

Creative Financial Designs sold out of First Trust Mid Cap Growth AlphaDEX Fund (FNY) in Q2 2021, closing a stake of 235 shares — an estimated $16K sold.

Creative Financial Designs first reported a position in FNY in Q4 2016 and held it in 4 quarters. The position peaked at $16K in Q1 2021. 96 funds tracked by Wall St. Rank hold FNY as of Q2 2021.

Creative Financial Designs reported no remaining First Trust Mid Cap Growth AlphaDEX Fund position as of Q2 2021 after selling out during the quarter.
Creative Financial Designs sold 235 First Trust Mid Cap Growth AlphaDEX Fund shares in Q2 2021, an estimated $16K.
Creative Financial Designs first reported a position in First Trust Mid Cap Growth AlphaDEX Fund in Q4 2016 and held it in 4 quarters.
Creative Financial Designs's First Trust Mid Cap Growth AlphaDEX Fund position peaked at $16K in Q1 2021.
96 funds tracked by Wall St. Rank held First Trust Mid Cap Growth AlphaDEX Fund as of Q2 2021.

Based on Creative Financial Designs's 13F filing for Q2 2021, filed 27 Jul 2021.