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EPG Wealth Management’s First Trust Mid Cap Growth AlphaDEX Fund FNY Stock Holding History

EPG Wealth Management’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
2020
Q2 		– Sell
-160
Closed -$6K – 358
2020
Q1 		$6K Buy
+160
New +$7.23K ﹤0.01% 558

Other funds holding FNY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SL
Savior LLC Wellesley Hills, Massachusetts $34.9M AUM 32.88% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

EPG Wealth Management's FNY Position: Q2 2020 in Review

EPG Wealth Management sold out of First Trust Mid Cap Growth AlphaDEX Fund (FNY) in Q2 2020, closing a stake of 160 shares — an estimated $6K sold.

EPG Wealth Management first reported a position in FNY in Q1 2020 and held it in 1 quarter. The position peaked at $6K in Q1 2020. 87 funds tracked by Wall St. Rank hold FNY as of Q2 2020.

  • EPG Wealth Management reported no remaining First Trust Mid Cap Growth AlphaDEX Fund position as of Q2 2020 after selling out during the quarter.
  • EPG Wealth Management sold 160 First Trust Mid Cap Growth AlphaDEX Fund shares in Q2 2020, an estimated $6K.
  • EPG Wealth Management first reported a position in First Trust Mid Cap Growth AlphaDEX Fund in Q1 2020 and held it in 1 quarter.
  • EPG Wealth Management's First Trust Mid Cap Growth AlphaDEX Fund position peaked at $6K in Q1 2020.
  • 87 funds tracked by Wall St. Rank held First Trust Mid Cap Growth AlphaDEX Fund as of Q2 2020.

Based on EPG Wealth Management's 13F filing for Q2 2020, filed 6 Aug 2020.