IH
FNY icon

IFC Holdings’s First Trust Mid Cap Growth AlphaDEX Fund FNY Stock Holding History

IFC Holdings’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
2016
Q2 		– Sell
-7,623
Closed -$223K – 400
2016
Q1 		$223K Sell
7,623
-4,772
-38% -$130K 0.03% 328
2015
Q4 		$360K Buy
12,395
+4,031
+48% +$118K 0.05% 243
2015
Q3 		$242K Buy
+8,364
New +$252K 0.04% 306

Other funds holding FNY

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TFA
Transamerica Financial Advisors St. Petersburg, Florida $1.17B AUM 23.36% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
KIA
KCM Investment Advisors Greenbrae, California $3.01B AUM 21.97% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

IFC Holdings's FNY Position: Q2 2016 in Review

IFC Holdings sold out of First Trust Mid Cap Growth AlphaDEX Fund (FNY) in Q2 2016, closing a stake of 7,623 shares — an estimated $223K sold.

IFC Holdings first reported a position in FNY in Q3 2015 and held it in 3 quarters. The position peaked at $360K in Q4 2015. 37 funds tracked by Wall St. Rank hold FNY as of Q2 2016.

  • IFC Holdings reported no remaining First Trust Mid Cap Growth AlphaDEX Fund position as of Q2 2016 after selling out during the quarter.
  • IFC Holdings sold 7,623 First Trust Mid Cap Growth AlphaDEX Fund shares in Q2 2016, an estimated $223K.
  • IFC Holdings first reported a position in First Trust Mid Cap Growth AlphaDEX Fund in Q3 2015 and held it in 3 quarters.
  • IFC Holdings's First Trust Mid Cap Growth AlphaDEX Fund position peaked at $360K in Q4 2015.
  • 37 funds tracked by Wall St. Rank held First Trust Mid Cap Growth AlphaDEX Fund as of Q2 2016.

Based on IFC Holdings's 13F filing for Q2 2016, filed 2 Aug 2016.