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MassMutual Private Wealth & Trust’s First Trust Mid Cap Growth AlphaDEX Fund FNY Stock Holding History

MassMutual Private Wealth & Trust’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
2020
Q3 		– Sell
-137
Closed -$7K – 760
2020
Q2 		$7K Buy
+137
New +$5.96K ﹤0.01% 578

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
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
SL
Savior LLC Wellesley Hills, Massachusetts $34.9M AUM 32.88% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

MassMutual Private Wealth & Trust's FNY Position: Q3 2020 in Review

MassMutual Private Wealth & Trust sold out of First Trust Mid Cap Growth AlphaDEX Fund (FNY) in Q3 2020, closing a stake of 137 shares — an estimated $7K sold.

MassMutual Private Wealth & Trust first reported a position in FNY in Q2 2020 and held it in 1 quarter. The position peaked at $7K in Q2 2020. 92 funds tracked by Wall St. Rank hold FNY as of Q3 2020.

  • MassMutual Private Wealth & Trust reported no remaining First Trust Mid Cap Growth AlphaDEX Fund position as of Q3 2020 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 137 First Trust Mid Cap Growth AlphaDEX Fund shares in Q3 2020, an estimated $7K.
  • MassMutual Private Wealth & Trust first reported a position in First Trust Mid Cap Growth AlphaDEX Fund in Q2 2020 and held it in 1 quarter.
  • MassMutual Private Wealth & Trust's First Trust Mid Cap Growth AlphaDEX Fund position peaked at $7K in Q2 2020.
  • 92 funds tracked by Wall St. Rank held First Trust Mid Cap Growth AlphaDEX Fund as of Q3 2020.

Based on MassMutual Private Wealth & Trust's 13F filing for Q3 2020, filed 13 Nov 2020.