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Financial Gravity Asset Management’s First Trust Mid Cap Growth AlphaDEX Fund FNY Stock Holding History

Financial Gravity Asset 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
2024
Q2 		– Sell
-134
Closed -$9.29K – 1809
2024
Q1 		$9.29K Buy
134
+22
+20% +$1.54K ﹤0.01% 738
2023
Q4 		$7.63K Buy
+112
New +$6.88K ﹤0.01% 824

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

Financial Gravity Asset Management's FNY Position: Q2 2024 in Review

Financial Gravity Asset Management sold out of First Trust Mid Cap Growth AlphaDEX Fund (FNY) in Q2 2024, closing a stake of 134 shares — an estimated $9.29K sold.

Financial Gravity Asset Management first reported a position in FNY in Q4 2023 and held it in 2 quarters. The position peaked at $9.29K in Q1 2024. 94 funds tracked by Wall St. Rank hold FNY as of Q2 2024.

  • Financial Gravity Asset Management reported no remaining First Trust Mid Cap Growth AlphaDEX Fund position as of Q2 2024 after selling out during the quarter.
  • Financial Gravity Asset Management sold 134 First Trust Mid Cap Growth AlphaDEX Fund shares in Q2 2024, an estimated $9.29K.
  • Financial Gravity Asset Management first reported a position in First Trust Mid Cap Growth AlphaDEX Fund in Q4 2023 and held it in 2 quarters.
  • Financial Gravity Asset Management's First Trust Mid Cap Growth AlphaDEX Fund position peaked at $9.29K in Q1 2024.
  • 94 funds tracked by Wall St. Rank held First Trust Mid Cap Growth AlphaDEX Fund as of Q2 2024.

Based on Financial Gravity Asset Management's 13F filing for Q2 2024, filed 6 Aug 2024.