FHA
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First Horizon Advisors’s First Trust Mid Cap Growth AlphaDEX Fund FNY Stock Holding History

First Horizon Advisors’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
2023
Q4 		– Sell
-546
Closed -$33.1K – 2395
2023
Q3 		$33.1K Buy
+546
New +$34.8K ﹤0.01% 1043

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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
Cambridge Investment Research Advisors
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RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

First Horizon Advisors's FNY Position: Q4 2023 in Review

First Horizon Advisors sold out of First Trust Mid Cap Growth AlphaDEX Fund (FNY) in Q4 2023, closing a stake of 546 shares — an estimated $33.1K sold.

First Horizon Advisors first reported a position in FNY in Q3 2023 and held it in 1 quarter. The position peaked at $33.1K in Q3 2023. 88 funds tracked by Wall St. Rank hold FNY as of Q4 2023.

  • First Horizon Advisors reported no remaining First Trust Mid Cap Growth AlphaDEX Fund position as of Q4 2023 after selling out during the quarter.
  • First Horizon Advisors sold 546 First Trust Mid Cap Growth AlphaDEX Fund shares in Q4 2023, an estimated $33.1K.
  • First Horizon Advisors first reported a position in First Trust Mid Cap Growth AlphaDEX Fund in Q3 2023 and held it in 1 quarter.
  • First Horizon Advisors's First Trust Mid Cap Growth AlphaDEX Fund position peaked at $33.1K in Q3 2023.
  • 88 funds tracked by Wall St. Rank held First Trust Mid Cap Growth AlphaDEX Fund as of Q4 2023.

Based on First Horizon Advisors's 13F filing for Q4 2023, filed 6 Feb 2024.