Kowal Investment Group’s First Trust Mid Cap Growth AlphaDEX Fund FNY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $266K | Buy |
3,336
+13
| +0.4% | +$1.04K | 0.05% | 167 |
|
|
2024
Q2 | $245K | Buy |
3,323
+47
| +1% | +$3.46K | 0.05% | 160 |
|
|
2024
Q1 | $248K | Hold |
3,276
| – | – | 0.05% | 154 |
|
|
2023
Q4 | $223K | Sell |
3,276
-139
| -4% | -$9.47K | 0.05% | 157 |
|
|
2023
Q3 | $207K | Hold |
3,415
| – | – | 0.06% | 145 |
|
|
2023
Q2 | $221K | Sell |
3,415
-143
| -4% | -$9.27K | 0.06% | 149 |
|
|
2023
Q1 | $212K | Buy |
+3,558
| New | +$212K | 0.06% | 149 |
|
|
2021
Q4 | – | Sell |
-108
| Closed | -$8K | – | 414 |
|
|
2021
Q3 | $8K | Buy |
+108
| New | +$8K | ﹤0.01% | 548 |
|