Lenox Wealth Advisors’s First Trust Mid Cap Growth AlphaDEX Fund FNY Stock Holding History

Lenox Wealth 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
2019 Q1	–	Sell	-216	Closed	-$8K	–	612
2018 Q4	$8K	Buy	+216	New	+$8.66K	﹤0.01%	271

Other funds holding FNY

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

FAIM

Financial Advocates Investment Management Olympia, Washington $178M AUM 21.03% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

RJFSA

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

GIA

Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return

Lenox Wealth Advisors's FNY Position: Q1 2019 in Review

Lenox Wealth Advisors sold out of First Trust Mid Cap Growth AlphaDEX Fund (FNY) in Q1 2019, closing a stake of 216 shares — an estimated $8K sold.

Lenox Wealth Advisors first reported a position in FNY in Q4 2018 and held it in 1 quarter. The position peaked at $8K in Q4 2018. 56 funds tracked by Wall St. Rank hold FNY as of Q1 2019.

Lenox Wealth Advisors reported no remaining First Trust Mid Cap Growth AlphaDEX Fund position as of Q1 2019 after selling out during the quarter.
Lenox Wealth Advisors sold 216 First Trust Mid Cap Growth AlphaDEX Fund shares in Q1 2019, an estimated $8K.
Lenox Wealth Advisors first reported a position in First Trust Mid Cap Growth AlphaDEX Fund in Q4 2018 and held it in 1 quarter.
Lenox Wealth Advisors's First Trust Mid Cap Growth AlphaDEX Fund position peaked at $8K in Q4 2018.
56 funds tracked by Wall St. Rank held First Trust Mid Cap Growth AlphaDEX Fund as of Q1 2019.

Based on Lenox Wealth Advisors's 13F filing for Q1 2019, filed 9 Apr 2019.