M&T Bank
FNY icon

M&T Bank’s First Trust Mid Cap Growth AlphaDEX Fund FNY Stock Holding History

M&T Bank’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
2016
Q3 		– Sell
-8,509
Closed -$255K – 1728
2016
Q2 		$255K Buy
+8,509
New +$249K ﹤0.01% 1336
2015
Q2 		– Sell
-7,812
Closed -$243K – 2127
2015
Q1 		$243K Sell
7,812
-4,017
-34% -$121K ﹤0.01% 1618
2014
Q4 		$348K Buy
11,829
+1,330
+13% +$37.6K ﹤0.01% 1385
2014
Q3 		$291K Buy
+10,499
New +$299K ﹤0.01% 1592

Other funds holding FNY

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
TFA
Transamerica Financial Advisors St. Petersburg, Florida $1.17B AUM 23.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return
KIA
KCM Investment Advisors Greenbrae, California $3.01B AUM 21.97% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

M&T Bank's FNY Position: Q3 2016 in Review

M&T Bank sold out of First Trust Mid Cap Growth AlphaDEX Fund (FNY) in Q3 2016, closing a stake of 8,509 shares — an estimated $255K sold.

M&T Bank first reported a position in FNY in Q3 2014 and held it in 4 quarters. The position peaked at $348K in Q4 2014. 35 funds tracked by Wall St. Rank hold FNY as of Q3 2016.

  • M&T Bank reported no remaining First Trust Mid Cap Growth AlphaDEX Fund position as of Q3 2016 after selling out during the quarter.
  • M&T Bank sold 8,509 First Trust Mid Cap Growth AlphaDEX Fund shares in Q3 2016, an estimated $255K.
  • M&T Bank first reported a position in First Trust Mid Cap Growth AlphaDEX Fund in Q3 2014 and held it in 4 quarters.
  • M&T Bank's First Trust Mid Cap Growth AlphaDEX Fund position peaked at $348K in Q4 2014.
  • 35 funds tracked by Wall St. Rank held First Trust Mid Cap Growth AlphaDEX Fund as of Q3 2016.

Based on M&T Bank's 13F filing for Q3 2016, filed 4 Nov 2016.