JP Morgan Private Wealth Advisors’s First Trust Mid Cap Growth AlphaDEX Fund FNY Stock Holding History

JP Morgan Private Wealth Advisors’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	-3,050	Closed	-$203K	–	1951
2022 Q1	$203K	Sell	3,050 -350	-10%	-$23.2K	﹤0.01%	1906
2021 Q4	$252K	Hold	3,400	–	–	﹤0.01%	1818
2021 Q3	$244K	Hold	3,400	–	–	﹤0.01%	1775
2021 Q2	$256K	Hold	3,400	–	–	﹤0.01%	1730
2021 Q1	$231K	Hold	3,400	–	–	﹤0.01%	1631
2020 Q4	$222K	Buy	+3,400	New	+$203K	﹤0.01%	1608

Other funds holding FNY

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 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

JP Morgan Private Wealth Advisors's FNY Position: Q2 2022 in Review

JP Morgan Private Wealth Advisors sold out of First Trust Mid Cap Growth AlphaDEX Fund (FNY) in Q2 2022, closing a stake of 3,050 shares — an estimated $203K sold.

JP Morgan Private Wealth Advisors first reported a position in FNY in Q4 2020 and held it in 6 quarters. The position peaked at $256K in Q2 2021. 94 funds tracked by Wall St. Rank hold FNY as of Q2 2022.

JP Morgan Private Wealth Advisors reported no remaining First Trust Mid Cap Growth AlphaDEX Fund position as of Q2 2022 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 3,050 First Trust Mid Cap Growth AlphaDEX Fund shares in Q2 2022, an estimated $203K.
JP Morgan Private Wealth Advisors first reported a position in First Trust Mid Cap Growth AlphaDEX Fund in Q4 2020 and held it in 6 quarters.
JP Morgan Private Wealth Advisors's First Trust Mid Cap Growth AlphaDEX Fund position peaked at $256K in Q2 2021.
94 funds tracked by Wall St. Rank held First Trust Mid Cap Growth AlphaDEX Fund as of Q2 2022.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q2 2022, filed 16 Aug 2022.