HWM
FNY icon

Holloway Wealth Management’s First Trust Mid Cap Growth AlphaDEX Fund FNY Stock Holding History

Holloway Wealth Management’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 		– Hold
0
– – – 51
2021
Q4 		– Hold
0
– – – 51
2021
Q3 		– Hold
0
– – – 48
2021
Q2 		– Hold
0
– – – 39
2021
Q1 		– Hold
0
– – – 43
2020
Q4 		– Hold
0
– – – 25
2020
Q3 		– Hold
0
– – – 32
2020
Q2 		– Hold
0
– – – 39

Other funds holding FNY

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SL
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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return