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IFG Advisory’s First Trust Mid Cap Growth AlphaDEX Fund FNY Stock Holding History

IFG Advisory’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
Q2 		– Sell
-5,946
Closed -$396K – 484
2022
Q1 		$396K Sell
5,946
-500
-8% -$33.1K 0.04% 341
2021
Q4 		$478K Hold
6,446
– – 0.05% 308
2021
Q3 		$463K Sell
6,446
-309
-5% -$22.8K 0.05% 308
2021
Q2 		$509K Sell
6,755
-1,042
-13% -$73.1K 0.06% 284
2021
Q1 		$530K Sell
7,797
-826
-10% -$57.5K 0.07% 285
2020
Q4 		$563K Sell
8,623
-578
-6% -$34.4K 0.08% 249
2020
Q3 		$492K Buy
9,201
+585
+7% +$30.1K 0.08% 234
2020
Q2 		$411K Buy
8,616
+1,672
+24% +$72.8K 0.07% 244
2020
Q1 		$256K Sell
6,944
-687
-9% -$31K 0.06% 299
2019
Q4 		$365K Sell
7,631
-45
-0.6% -$2.09K 0.07% 284
2019
Q3 		$343K Buy
+7,676
New +$352K 0.07% 280

Other funds holding FNY

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
SL
Savior LLC Wellesley Hills, Massachusetts $28M AUM 32.92% 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 $21.3B AUM 22.13% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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

IFG Advisory's FNY Position: Q2 2022 in Review

IFG Advisory sold out of First Trust Mid Cap Growth AlphaDEX Fund (FNY) in Q2 2022, closing a stake of 5,946 shares — an estimated $396K sold.

IFG Advisory first reported a position in FNY in Q3 2019 and held it in 11 quarters. The position peaked at $563K in Q4 2020. 94 funds tracked by Wall St. Rank hold FNY as of Q2 2022.

  • IFG Advisory reported no remaining First Trust Mid Cap Growth AlphaDEX Fund position as of Q2 2022 after selling out during the quarter.
  • IFG Advisory sold 5,946 First Trust Mid Cap Growth AlphaDEX Fund shares in Q2 2022, an estimated $396K.
  • IFG Advisory first reported a position in First Trust Mid Cap Growth AlphaDEX Fund in Q3 2019 and held it in 11 quarters.
  • IFG Advisory's First Trust Mid Cap Growth AlphaDEX Fund position peaked at $563K in Q4 2020.
  • 94 funds tracked by Wall St. Rank held First Trust Mid Cap Growth AlphaDEX Fund as of Q2 2022.

Based on IFG Advisory's 13F filing for Q2 2022, filed 4 Aug 2022.