Kowal Investment Group’s First Trust Mid Cap Growth AlphaDEX Fund FNY Stock Holding History

Kowal Investment Group’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
2024 Q3	$266K	Buy	3,336 +13	+0.4%	+$984	0.05%	167
2024 Q2	$245K	Buy	3,323 +47	+1%	+$3.43K	0.05%	160
2024 Q1	$248K	Hold	3,276	–	–	0.05%	154
2023 Q4	$223K	Sell	3,276 -139	-4%	-$8.54K	0.05%	157
2023 Q3	$207K	Hold	3,415	–	–	0.06%	145
2023 Q2	$221K	Sell	3,415 -143	-4%	-$8.62K	0.06%	149
2023 Q1	$212K	Buy	+3,558	New	+$212K	0.06%	149
2021 Q4	–	Sell	-108	Closed	-$8K	–	411
2021 Q3	$8K	Buy	+108	New	+$7.96K	﹤0.01%	548

Other funds holding FNY

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

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

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

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

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

&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

KWM

Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Kowal Investment Group's FNY Position: Q3 2024 in Review

Kowal Investment Group increased its First Trust Mid Cap Growth AlphaDEX Fund (FNY) stake by 0.39% in Q3 2024, buying an estimated $984 and bringing the position to 3,336 shares worth $266K. The position accounts for 0.05% of the portfolio, ranked #167.

Kowal Investment Group first reported a position in FNY in Q3 2021 and has held it in 8 quarters since. 94 funds tracked by Wall St. Rank hold FNY as of Q3 2024.

Kowal Investment Group held 3,336 shares of First Trust Mid Cap Growth AlphaDEX Fund worth $266K as of Q3 2024.
Kowal Investment Group bought 13 First Trust Mid Cap Growth AlphaDEX Fund shares in Q3 2024, an estimated $984.
First Trust Mid Cap Growth AlphaDEX Fund made up 0.05% of Kowal Investment Group's portfolio in Q3 2024, its #167 holding.
Kowal Investment Group first reported a position in First Trust Mid Cap Growth AlphaDEX Fund in Q3 2021 and has held it in 8 quarters since.
94 funds tracked by Wall St. Rank held First Trust Mid Cap Growth AlphaDEX Fund as of Q3 2024.

Based on Kowal Investment Group's 13F filing for Q3 2024, filed 16 Oct 2024.