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Laurel Wealth Advisors (North Carolina)’s First Trust Mid Cap Growth AlphaDEX Fund FNY Stock Holding History

Laurel Wealth Advisors (North Carolina)’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
2020
Q1 		– Sell
-90
Closed -$4K – 530
2019
Q4 		$4K Buy
+90
New +$4.17K ﹤0.01% 453

Other funds holding FNY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s FNY Position: Q1 2020 in Review

Laurel Wealth Advisors (North Carolina) sold out of First Trust Mid Cap Growth AlphaDEX Fund (FNY) in Q1 2020, closing a stake of 90 shares — an estimated $4K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in FNY in Q4 2019 and held it in 1 quarter. The position peaked at $4K in Q4 2019. 74 funds tracked by Wall St. Rank hold FNY as of Q1 2020.

  • Laurel Wealth Advisors (North Carolina) reported no remaining First Trust Mid Cap Growth AlphaDEX Fund position as of Q1 2020 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 90 First Trust Mid Cap Growth AlphaDEX Fund shares in Q1 2020, an estimated $4K.
  • Laurel Wealth Advisors (North Carolina) first reported a position in First Trust Mid Cap Growth AlphaDEX Fund in Q4 2019 and held it in 1 quarter.
  • Laurel Wealth Advisors (North Carolina)'s First Trust Mid Cap Growth AlphaDEX Fund position peaked at $4K in Q4 2019.
  • 74 funds tracked by Wall St. Rank held First Trust Mid Cap Growth AlphaDEX Fund as of Q1 2020.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q1 2020, filed 30 Apr 2020.