Monterey Private Wealth’s First Trust Mid Cap Growth AlphaDEX Fund FNY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $217K | Hold |
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|
2024
Q4 | $232K | Hold |
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|
2024
Q3 | $231K | Hold |
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|
2024
Q2 | $214K | Hold |
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|
2024
Q1 | $219K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $215K | Hold |
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|
2021
Q3 | $208K | Hold |
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|
2021
Q2 | $219K | Hold |
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|
2021
Q1 | $209K | Sell |
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|
2020
Q4 | $267K | Hold |
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|
2020
Q3 | $218K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $204K | Buy |
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