Kingsview Wealth Management’s First Trust Mid Cap Growth AlphaDEX Fund FNY Stock Holding History

Kingsview Wealth Management’s Portfolio FNY Stock Details FNY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$5.83M	Sell	70,752 -1,182	-2%	-$97.4K	0.1%	216
2025 Q1	$5.39M	Sell	71,934 -9,721	-12%	-$728K	0.1%	204
2024 Q4	$6.53M	Sell	81,655 -8,776	-10%	-$702K	0.13%	167
2024 Q3	$7.2M	Buy	90,431 +46,785	+107%	+$3.73M	0.15%	146
2024 Q2	$3.21M	Sell	43,646 -285	-0.6%	-$21K	0.08%	240
2024 Q1	$3.32M	Buy	43,931 +2,567	+6%	+$194K	0.08%	229
2023 Q4	$2.82M	Buy	41,364 +10,589	+34%	+$721K	0.08%	217
2023 Q3	$1.87M	Sell	30,775 -36,214	-54%	-$2.2M	0.07%	293
2023 Q2	$4.34M	Sell	66,989 -673	-1%	-$43.6K	0.17%	131
2023 Q1	$4.03M	Buy	67,662 +3,145	+5%	+$187K	0.17%	130
2022 Q4	$3.64M	Buy	64,517 +2,065	+3%	+$116K	0.16%	150
2022 Q3	$3.34M	Buy	62,452 +5,899	+10%	+$316K	0.16%	144
2022 Q2	$3.09M	Buy	56,553 +11,195	+25%	+$612K	0.15%	152
2022 Q1	$3.02M	Buy	45,358 +416	+0.9%	+$27.7K	0.13%	171
2021 Q4	$3.33M	Buy	44,942 +2,213	+5%	+$164K	0.14%	158
2021 Q3	$3.07M	Buy	42,729 +2,614	+7%	+$188K	0.15%	158
2021 Q2	$3.03M	Buy	40,115 +10,323	+35%	+$781K	0.15%	149
2021 Q1	$2.06M	Buy	29,792 +9,555	+47%	+$660K	0.12%	187
2020 Q4	$1.32M	Buy	20,237 +10,729	+113%	+$701K	0.1%	220
2020 Q3	$509K	Buy	9,508 +3,683	+63%	+$197K	0.05%	360
2020 Q2	$278K	Buy	+5,825	New	+$278K	0.03%	457
2019 Q2	–	Sell	-64,978	Closed	-$2.81M	–	430
2019 Q1	$2.81M	Buy	64,978 +86	+0.1%	+$3.72K	0.43%	59
2018 Q4	$2.35M	Buy	64,892 +27,863	+75%	+$1.01M	0.51%	57
2018 Q3	$1.71M	Buy	37,029 +5,017	+16%	+$232K	0.35%	88
2018 Q2	$1.39M	Hold	32,012	–	–	0.33%	99
2018 Q1	$1.3M	Sell	32,012 -38	-0.1%	-$1.55K	0.32%	91
2017 Q4	$1.26M	Buy	32,050 +2,671	+9%	+$105K	0.45%	57
2017 Q3	$1.07M	Buy	29,379 +4,288	+17%	+$157K	0.47%	58
2017 Q2	$867K	Hold	25,091	–	–	0.45%	67
2017 Q1	$840K	Buy	+25,091	New	+$840K	0.5%	61