Guardian Wealth Advisors (North Carolina)’s First Trust Mid Cap Growth AlphaDEX Fund FNY Stock Holding History

Guardian Wealth Advisors (North Carolina)’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 Q2	–	Sell	-19,665	Closed	-$1.31M	–	359
2022 Q1	$1.31M	Buy	+19,665	New	+$1.3M	0.57%	37

Other funds holding FNY

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Savior LLC Wellesley Hills, Massachusetts $34.9M AUM 32.88% 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 $21.8B AUM 28.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

KWM

Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s FNY Position: Q2 2022 in Review

Guardian Wealth Advisors (North Carolina) sold out of First Trust Mid Cap Growth AlphaDEX Fund (FNY) in Q2 2022, closing a stake of 19,665 shares — an estimated $1.31M sold.

Guardian Wealth Advisors (North Carolina) first reported a position in FNY in Q1 2022 and held it in 1 quarter. The position peaked at $1.31M in Q1 2022. 94 funds tracked by Wall St. Rank hold FNY as of Q2 2022.

Guardian Wealth Advisors (North Carolina) reported no remaining First Trust Mid Cap Growth AlphaDEX Fund position as of Q2 2022 after selling out during the quarter.
Guardian Wealth Advisors (North Carolina) sold 19,665 First Trust Mid Cap Growth AlphaDEX Fund shares in Q2 2022, an estimated $1.31M.
Guardian Wealth Advisors (North Carolina) first reported a position in First Trust Mid Cap Growth AlphaDEX Fund in Q1 2022 and held it in 1 quarter.
Guardian Wealth Advisors (North Carolina)'s First Trust Mid Cap Growth AlphaDEX Fund position peaked at $1.31M in Q1 2022.
94 funds tracked by Wall St. Rank held First Trust Mid Cap Growth AlphaDEX Fund as of Q2 2022.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2022, filed 15 Aug 2022.