Founders Financial Alliance’s First Trust Mid Cap Growth AlphaDEX Fund FNY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,096
| Closed | -$157K | – | 567 |
|
|
2025
Q1 | $157K | Hold |
2,096
| – | – | 0.04% | 356 |
|
|
2024
Q4 | $168K | Buy |
2,096
+4
| +0.2% | +$320 | 0.05% | 294 |
|
|
2024
Q3 | $167K | Buy |
2,092
+8
| +0.4% | +$637 | 0.05% | 298 |
|
|
2024
Q2 | $153K | Hold |
2,084
| – | – | 0.05% | 289 |
|
|
2024
Q1 | $158K | Hold |
2,084
| – | – | 0.05% | 286 |
|
|
2023
Q4 | $142K | Hold |
2,084
| – | – | 0.06% | 269 |
|
|
2023
Q3 | $126K | Hold |
2,084
| – | – | 0.06% | 254 |
|
|
2023
Q2 | $135K | Hold |
2,084
| – | – | 0.05% | 271 |
|
|
2023
Q1 | $122K | Hold |
2,084
| – | – | 0.06% | 239 |
|
|
2022
Q4 | $118K | Hold |
2,084
| – | – | 0.05% | 257 |
|
|
2022
Q3 | $112K | Hold |
2,084
| – | – | 0.06% | 249 |
|
|
2022
Q2 | $114K | Hold |
2,084
| – | – | 0.06% | 251 |
|
|
2022
Q1 | $139K | Hold |
2,084
| – | – | 0.06% | 242 |
|
|
2021
Q4 | $155K | Hold |
2,084
| – | – | 0.06% | 265 |
|
|
2021
Q3 | $150K | Hold |
2,084
| – | – | 0.07% | 247 |
|
|
2021
Q2 | $157K | Sell |
2,084
-11
| -0.5% | -$829 | 0.07% | 257 |
|
|
2021
Q1 | $140K | Buy |
2,095
+11
| +0.5% | +$735 | 0.07% | 250 |
|
|
2020
Q4 | $136K | Hold |
2,084
| – | – | 0.08% | 222 |
|
|
2020
Q3 | $120K | Buy |
+2,084
| New | +$120K | 0.07% | 230 |
|