Leelyn Smith’s First Trust Mid Cap Growth AlphaDEX Fund FNY Stock Holding History

Leelyn Smith’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 Q4	–	Sell	-110	Closed	-$8K	–	391
2021 Q3	$8K	Hold	110	–	–	﹤0.01%	290
2021 Q2	$8K	Hold	110	–	–	﹤0.01%	293
2021 Q1	$7K	Hold	110	–	–	﹤0.01%	315
2020 Q4	$7K	Hold	110	–	–	﹤0.01%	294
2020 Q3	$6K	Hold	110	–	–	﹤0.01%	285
2020 Q2	$5K	Sell	110 -5,101	-98%	-$222K	﹤0.01%	356
2020 Q1	$193K	Buy	5,211 +1,059	+26%	+$47.9K	0.1%	105
2019 Q4	$199	Buy	+4,152	New	+$193K	0.1%	111

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

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

GAG

GM Advisory Group Melville, New York $2.6B AUM 18.86% 1-Year Est. Return

Savior LLC Wellesley Hills, Massachusetts $28M AUM 32.92% 1-Year Est. Return

BFEC

Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return

RJFSA

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

SMF

Sterling Manor Financial Saratoga Springs, New York $160M AUM 13.84% 1-Year Est. Return

AOG

Alpha Omega Group Reston, Virginia $84.1M AUM 6.41% 1-Year Est. Return

Leelyn Smith's FNY Position: Q4 2021 in Review

Leelyn Smith sold out of First Trust Mid Cap Growth AlphaDEX Fund (FNY) in Q4 2021, closing a stake of 110 shares — an estimated $8K sold.

Leelyn Smith first reported a position in FNY in Q4 2019 and held it in 8 quarters. The position peaked at $193K in Q1 2020. 112 funds tracked by Wall St. Rank hold FNY as of Q4 2021.

Leelyn Smith reported no remaining First Trust Mid Cap Growth AlphaDEX Fund position as of Q4 2021 after selling out during the quarter.
Leelyn Smith sold 110 First Trust Mid Cap Growth AlphaDEX Fund shares in Q4 2021, an estimated $8K.
Leelyn Smith first reported a position in First Trust Mid Cap Growth AlphaDEX Fund in Q4 2019 and held it in 8 quarters.
Leelyn Smith's First Trust Mid Cap Growth AlphaDEX Fund position peaked at $193K in Q1 2020.
112 funds tracked by Wall St. Rank held First Trust Mid Cap Growth AlphaDEX Fund as of Q4 2021.

Based on Leelyn Smith's 13F filing for Q4 2021, filed 14 Feb 2022.