HWA
FNY icon

HHM Wealth Advisors’s First Trust Mid Cap Growth AlphaDEX Fund FNY Stock Holding History

HHM Wealth Advisors’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
2026
Q2 		$44.8K Hold
404
– – ﹤0.01% 402
2026
Q1 		$36.6K Hold
404
– – ﹤0.01% 409
2025
Q4 		$36.8K Hold
404
– – ﹤0.01% 408
2025
Q3 		$37K Hold
404
– – ﹤0.01% 417
2025
Q2 		$33.3K Hold
404
– – ﹤0.01% 434
2025
Q1 		$30.3K Hold
404
– – ﹤0.01% 450
2024
Q4 		$32.3K Hold
404
– – ﹤0.01% 429
2024
Q3 		$32.2K Hold
404
– – ﹤0.01% 399
2024
Q2 		$29.7K Hold
404
– – ﹤0.01% 403
2024
Q1 		$30.5K Buy
+404
New +$28.3K 0.01% 354
2022
Q3 		– Sell
-10
Closed -$1K – 704
2022
Q2 		$1K Buy
+10
New +$607 ﹤0.01% 757

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PWM
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WAP
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CA
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GI
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CPBTD
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