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Householder Group Estate & Retirement Specialist’s First Trust Mid Cap Growth AlphaDEX Fund FNY Stock Holding History

Householder Group Estate & Retirement Specialist’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
2023
Q1 		$37K Buy
+615
New +$36.6K 0.01% 504

Other funds holding FNY

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SL
Savior LLC Wellesley Hills, Massachusetts $34.9M AUM 32.88% 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
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's FNY Position: Q1 2023 in Review

Householder Group Estate & Retirement Specialist opened a new position in First Trust Mid Cap Growth AlphaDEX Fund (FNY) in Q1 2023: 615 shares worth $37K. The stake represents 0.01% of the portfolio and ranks #504 among its holdings.

79 funds tracked by Wall St. Rank hold FNY as of Q1 2023.

  • Householder Group Estate & Retirement Specialist held 615 shares of First Trust Mid Cap Growth AlphaDEX Fund worth $37K as of Q1 2023.
  • First Trust Mid Cap Growth AlphaDEX Fund was a new Householder Group Estate & Retirement Specialist position in Q1 2023.
  • First Trust Mid Cap Growth AlphaDEX Fund made up 0.01% of Householder Group Estate & Retirement Specialist's portfolio in Q1 2023, its #504 holding.
  • 79 funds tracked by Wall St. Rank held First Trust Mid Cap Growth AlphaDEX Fund as of Q1 2023.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q1 2023, filed 13 Apr 2023.