Hayden Royal’s First Trust Mid Cap Growth AlphaDEX Fund FNY Stock Holding History

Hayden Royal’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
2021 Q1	–	Sell	-17,305	Closed	-$1.13M	–	213
2020 Q4	$1.13M	Buy	+17,305	New	+$1.03M	0.61%	33

Other funds holding FNY

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

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

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

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

JAWM

J. Arnold Wealth Management Youngstown, Ohio $294M AUM 33.6% 1-Year Est. Return

AOG

Alpha Omega Group Reston, Virginia $84.1M AUM 6.41% 1-Year Est. Return

Savior LLC Wellesley Hills, Massachusetts $28M AUM 32.92% 1-Year Est. Return

RJFSA

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

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

MCC

Money Concepts Capital Palm Beach Gardens, Florida $1.81B AUM 21.93% 1-Year Est. Return

Hayden Royal's FNY Position: Q1 2021 in Review

Hayden Royal sold out of First Trust Mid Cap Growth AlphaDEX Fund (FNY) in Q1 2021, closing a stake of 17,305 shares — an estimated $1.13M sold.

Hayden Royal first reported a position in FNY in Q4 2020 and held it in 1 quarter. The position peaked at $1.13M in Q4 2020. 105 funds tracked by Wall St. Rank hold FNY as of Q1 2021.

Hayden Royal reported no remaining First Trust Mid Cap Growth AlphaDEX Fund position as of Q1 2021 after selling out during the quarter.
Hayden Royal sold 17,305 First Trust Mid Cap Growth AlphaDEX Fund shares in Q1 2021, an estimated $1.13M.
Hayden Royal first reported a position in First Trust Mid Cap Growth AlphaDEX Fund in Q4 2020 and held it in 1 quarter.
Hayden Royal's First Trust Mid Cap Growth AlphaDEX Fund position peaked at $1.13M in Q4 2020.
105 funds tracked by Wall St. Rank held First Trust Mid Cap Growth AlphaDEX Fund as of Q1 2021.

Based on Hayden Royal's 13F filing for Q1 2021, filed 14 May 2021.