Independent Advisor Alliance’s First Trust Mid Cap Growth AlphaDEX Fund FNY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,863
| Closed | -$229K | – | 986 |
|
|
2024
Q4 | $229K | Buy |
+2,863
| New | +$229K | ﹤0.01% | 1245 |
|
|
2020
Q1 | – | Sell |
-7,354
| Closed | -$352K | – | 537 |
|
|
2019
Q4 | $352K | Buy |
+7,354
| New | +$352K | 0.02% | 635 |
|
|
2017
Q2 | – | Sell |
-9,633
| Closed | -$317K | – | 279 |
|
|
2017
Q1 | $317K | Buy |
+9,633
| New | +$317K | 0.05% | 291 |
|