J. Arnold Wealth Management’s First Trust Mid Cap Growth AlphaDEX Fund FNY Stock Holding History

J. Arnold Wealth Management’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	–	Sell	-1,207	Closed	-$68.1K	–	65
2022 Q4	$68.1K	Sell	1,207 -162,521	-99%	-$9.41M	0.03%	54
2022 Q3	$8.76M	Buy	+163,728	New	+$9.63M	4.94%	8
2022 Q1	–	Sell	-1,486	Closed	-$110K	–	48
2021 Q4	$110K	Sell	1,486 -238,047	-99%	-$17.8M	0.05%	34
2021 Q3	$17.2M	Buy	239,533 +8,913	+4%	+$657K	8.3%	5
2021 Q2	$17.4M	Buy	230,620 +10,290	+5%	+$722K	8.44%	5
2021 Q1	$15M	Buy	220,330 +214,989	+4,025%	+$15M	8.28%	5
2020 Q4	$349K	Buy	5,341 +2,626	+97%	+$156K	0.21%	33
2020 Q3	$145K	Sell	2,715 -280	-9%	-$14.4K	0.11%	33
2020 Q2	$143K	Buy	+2,995	New	+$130K	0.12%	43
2020 Q1	–	Sell	-39,240	Closed	-$1.88M	–	48
2019 Q4	$1.88M	Buy	+39,240	New	+$1.82M	2.41%	12

Other funds holding FNY

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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 $8.25B AUM 24.8% 1-Year Est. Return

BFEC

Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

J. Arnold Wealth Management's FNY Position: Q1 2023 in Review

J. Arnold Wealth Management sold out of First Trust Mid Cap Growth AlphaDEX Fund (FNY) in Q1 2023, closing a stake of 1,207 shares — an estimated $68.1K sold.

J. Arnold Wealth Management first reported a position in FNY in Q4 2019 and held it in 10 quarters. The position peaked at $17.4M in Q2 2021. 79 funds tracked by Wall St. Rank hold FNY as of Q1 2023.

J. Arnold Wealth Management reported no remaining First Trust Mid Cap Growth AlphaDEX Fund position as of Q1 2023 after selling out during the quarter.
J. Arnold Wealth Management sold 1,207 First Trust Mid Cap Growth AlphaDEX Fund shares in Q1 2023, an estimated $68.1K.
J. Arnold Wealth Management first reported a position in First Trust Mid Cap Growth AlphaDEX Fund in Q4 2019 and held it in 10 quarters.
J. Arnold Wealth Management's First Trust Mid Cap Growth AlphaDEX Fund position peaked at $17.4M in Q2 2021.
79 funds tracked by Wall St. Rank held First Trust Mid Cap Growth AlphaDEX Fund as of Q1 2023.

Based on J. Arnold Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.