Geneos Wealth Management’s First Trust Mid Cap Growth AlphaDEX Fund FNY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $429K | Buy |
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|
2025
Q2 | $361K | Sell |
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|
2025
Q1 | $492K | Buy |
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|
2024
Q4 | $165K | Buy |
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|
2024
Q3 | $160K | Buy |
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|
2024
Q2 | $136K | Buy |
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|
2024
Q1 | $139K | Sell |
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|
2023
Q4 | $128K | Sell |
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|
2023
Q3 | $119K | Buy |
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|
2023
Q2 | $123K | Hold |
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|
2023
Q1 | $113K | Sell |
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|
2022
Q4 | $169K | Buy |
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|
2022
Q3 | $160K | Sell |
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|
2022
Q2 | $167K | Sell |
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|
2022
Q1 | $288K | Buy |
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|
2021
Q4 | $313K | Buy |
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|
2021
Q3 | $291K | Buy |
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|
2021
Q2 | $266K | Hold |
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|
2021
Q1 | $248K | Buy |
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|
2020
Q4 | $234K | Buy |
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|
2020
Q3 | $146K | Hold |
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|
2020
Q2 | $130K | Hold |
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|
2020
Q1 | $102K | Buy |
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|
2019
Q4 | $116K | Buy |
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|
2019
Q3 | $9K | Hold |
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|
2019
Q2 | $9K | Buy |
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|
2019
Q1 | $4K | Buy |
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|
2018
Q4 | $2K | Sell |
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|
2018
Q3 | $4K | Buy |
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|
2018
Q2 | $2K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $6K | Hold |
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|
2017
Q3 | $5K | Hold |
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|
2017
Q2 | $5K | Sell |
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|
2017
Q1 | $5K | Sell |
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|
2016
Q4 | $5K | Hold |
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|
2016
Q3 | $5K | Sell |
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|
2016
Q2 | $5K | Sell |
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|
2016
Q1 | $13K | Buy |
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