LI
FNY icon

LVZ Inc’s First Trust Mid Cap Growth AlphaDEX Fund FNY Stock Holding History

LVZ Inc’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
-8,800
Closed -$319K – 79
2018
Q4 		$319K Buy
8,800
+53
+0.6% +$2.13K 0.09% 55
2018
Q3 		$376K Sell
8,747
-551
-6% -$25K 0.09% 53
2018
Q2 		$403K Buy
9,298
+42
+0.5% +$1.78K 0.1% 50
2018
Q1 		$377K Sell
9,256
-799
-8% -$32.7K 0.1% 42
2017
Q4 		$394K Buy
10,055
+830
+9% +$31.8K 0.12% 42
2017
Q3 		$337K Buy
9,225
+828
+10% +$29.1K 0.11% 43
2017
Q2 		$290K Buy
8,397
+55
+0.7% +$1.87K 2.6% 20
2017
Q1 		$279K Buy
+8,342
New +$274K 2.63% 22

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
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
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 $2.7B AUM 23.82% 1-Year Est. Return

LVZ Inc's FNY Position: Q1 2019 in Review

LVZ Inc sold out of First Trust Mid Cap Growth AlphaDEX Fund (FNY) in Q1 2019, closing a stake of 8,800 shares — an estimated $319K sold.

LVZ Inc first reported a position in FNY in Q1 2017 and held it in 8 quarters. The position peaked at $403K in Q2 2018. 56 funds tracked by Wall St. Rank hold FNY as of Q1 2019.

  • LVZ Inc reported no remaining First Trust Mid Cap Growth AlphaDEX Fund position as of Q1 2019 after selling out during the quarter.
  • LVZ Inc sold 8,800 First Trust Mid Cap Growth AlphaDEX Fund shares in Q1 2019, an estimated $319K.
  • LVZ Inc first reported a position in First Trust Mid Cap Growth AlphaDEX Fund in Q1 2017 and held it in 8 quarters.
  • LVZ Inc's First Trust Mid Cap Growth AlphaDEX Fund position peaked at $403K in Q2 2018.
  • 56 funds tracked by Wall St. Rank held First Trust Mid Cap Growth AlphaDEX Fund as of Q1 2019.

Based on LVZ Inc's 13F filing for Q1 2019, filed 25 Apr 2019.