IF
FNY icon

Intrua Financial’s First Trust Mid Cap Growth AlphaDEX Fund FNY Stock Holding History

Intrua Financial’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
2021
Q1 		– Sell
-5,946
Closed -$389K – 296
2020
Q4 		$389K Buy
5,946
+5
+0.1% +$298 0.17% 123
2020
Q3 		$344K Sell
5,941
-2,101
-26% -$108K 0.17% 128
2020
Q2 		$421K Buy
+8,042
New +$350K 0.16% 131

Other funds holding FNY

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JAWM
J. Arnold Wealth Management Youngstown, Ohio $294M AUM 33.6% 1-Year Est. Return
AOG
Alpha Omega Group Reston, Virginia $84.1M AUM 6.41% 1-Year Est. Return
SL
Savior LLC Wellesley Hills, Massachusetts $28M AUM 32.92% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
MCC
Money Concepts Capital Palm Beach Gardens, Florida $1.81B AUM 21.93% 1-Year Est. Return

Intrua Financial's FNY Position: Q1 2021 in Review

Intrua Financial sold out of First Trust Mid Cap Growth AlphaDEX Fund (FNY) in Q1 2021, closing a stake of 5,946 shares — an estimated $389K sold.

Intrua Financial first reported a position in FNY in Q2 2020 and held it in 3 quarters. The position peaked at $421K in Q2 2020. 105 funds tracked by Wall St. Rank hold FNY as of Q1 2021.

  • Intrua Financial reported no remaining First Trust Mid Cap Growth AlphaDEX Fund position as of Q1 2021 after selling out during the quarter.
  • Intrua Financial sold 5,946 First Trust Mid Cap Growth AlphaDEX Fund shares in Q1 2021, an estimated $389K.
  • Intrua Financial first reported a position in First Trust Mid Cap Growth AlphaDEX Fund in Q2 2020 and held it in 3 quarters.
  • Intrua Financial's First Trust Mid Cap Growth AlphaDEX Fund position peaked at $421K in Q2 2020.
  • 105 funds tracked by Wall St. Rank held First Trust Mid Cap Growth AlphaDEX Fund as of Q1 2021.

Based on Intrua Financial's 13F filing for Q1 2021, filed 30 Apr 2021.