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Lebenthal Global Advisors’s First Trust Mid Cap Growth AlphaDEX Fund FNY Stock Holding History

Lebenthal Global Advisors’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
2021
Q1 		– Sell
-8,500
Closed -$555K – 278
2020
Q4 		$555K Buy
+8,500
New +$506K 0.39% 24

Other funds holding FNY

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JAWM
J. Arnold Wealth Management Youngstown, Ohio $294M AUM 33.6% 1-Year Est. Return
AOG
Alpha Omega Group Reston, Virginia $84.1M AUM 6.41% 1-Year Est. Return
SL
Savior LLC Wellesley Hills, Massachusetts $28M AUM 32.92% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
MCC
Money Concepts Capital Palm Beach Gardens, Florida $1.81B AUM 21.93% 1-Year Est. Return

Lebenthal Global Advisors's FNY Position: Q1 2021 in Review

Lebenthal Global Advisors sold out of First Trust Mid Cap Growth AlphaDEX Fund (FNY) in Q1 2021, closing a stake of 8,500 shares — an estimated $555K sold.

Lebenthal Global Advisors first reported a position in FNY in Q4 2020 and held it in 1 quarter. The position peaked at $555K in Q4 2020. 105 funds tracked by Wall St. Rank hold FNY as of Q1 2021.

  • Lebenthal Global Advisors reported no remaining First Trust Mid Cap Growth AlphaDEX Fund position as of Q1 2021 after selling out during the quarter.
  • Lebenthal Global Advisors sold 8,500 First Trust Mid Cap Growth AlphaDEX Fund shares in Q1 2021, an estimated $555K.
  • Lebenthal Global Advisors first reported a position in First Trust Mid Cap Growth AlphaDEX Fund in Q4 2020 and held it in 1 quarter.
  • Lebenthal Global Advisors's First Trust Mid Cap Growth AlphaDEX Fund position peaked at $555K in Q4 2020.
  • 105 funds tracked by Wall St. Rank held First Trust Mid Cap Growth AlphaDEX Fund as of Q1 2021.

Based on Lebenthal Global Advisors's 13F filing for Q1 2021, filed 7 May 2021.