Keystone Wealth Services’s First Trust Mid Cap Growth AlphaDEX Fund FNY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $385K | Hold |
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|
2025
Q2 | $346K | Hold |
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|
2025
Q1 | $314K | Hold |
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|
2024
Q4 | $336K | Hold |
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|
2024
Q3 | $334K | Hold |
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|
2024
Q2 | $309K | Hold |
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|
2024
Q1 | $317K | Hold |
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|
2023
Q4 | $286K | Sell |
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|
2023
Q3 | $267K | Hold |
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|
2023
Q2 | $285K | Hold |
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|
2023
Q1 | $262K | Hold |
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|
2022
Q4 | $248K | Hold |
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|
2022
Q3 | $235K | Hold |
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|
2022
Q2 | $240K | Sell |
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|
2022
Q1 | $374K | Sell |
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|
2021
Q4 | $431K | Buy |
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