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GM Advisory Group’s First Trust Mid Cap Growth AlphaDEX Fund FNY Stock Holding History

GM Advisory Group’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
2022
Q1 		– Sell
-330,046
Closed -$24.5M – 203
2021
Q4 		$24.5M Buy
+330,046
New +$24.6M 2.18% 14

Other funds holding FNY

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SL
Savior LLC Wellesley Hills, Massachusetts $28M AUM 32.92% 1-Year Est. Return
AOG
Alpha Omega Group Reston, Virginia $84.1M AUM 6.41% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

GM Advisory Group's FNY Position: Q1 2022 in Review

GM Advisory Group sold out of First Trust Mid Cap Growth AlphaDEX Fund (FNY) in Q1 2022, closing a stake of 330,046 shares — an estimated $24.5M sold.

GM Advisory Group first reported a position in FNY in Q4 2021 and held it in 1 quarter. The position peaked at $24.5M in Q4 2021. 92 funds tracked by Wall St. Rank hold FNY as of Q1 2022.

  • GM Advisory Group reported no remaining First Trust Mid Cap Growth AlphaDEX Fund position as of Q1 2022 after selling out during the quarter.
  • GM Advisory Group sold 330,046 First Trust Mid Cap Growth AlphaDEX Fund shares in Q1 2022, an estimated $24.5M.
  • GM Advisory Group first reported a position in First Trust Mid Cap Growth AlphaDEX Fund in Q4 2021 and held it in 1 quarter.
  • GM Advisory Group's First Trust Mid Cap Growth AlphaDEX Fund position peaked at $24.5M in Q4 2021.
  • 92 funds tracked by Wall St. Rank held First Trust Mid Cap Growth AlphaDEX Fund as of Q1 2022.

Based on GM Advisory Group's 13F filing for Q1 2022, filed 13 May 2022.