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

Moser 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
2021
Q2 		– Sell
-32
Closed -$2K – 152
2021
Q1 		$2K Buy
+32
New +$2.23K ﹤0.01% 138

Other funds holding FNY

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JAWM
J. Arnold Wealth Management Youngstown, Ohio $294M AUM 33.6% 1-Year Est. Return
SL
Savior LLC Wellesley Hills, Massachusetts $28M AUM 32.92% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
AOG
Alpha Omega Group Reston, Virginia $84.1M AUM 6.41% 1-Year Est. Return
SAM
Synergy Asset Management Vancouver, Washington $942M AUM 24.44% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Moser Wealth Advisors's FNY Position: Q2 2021 in Review

Moser Wealth Advisors sold out of First Trust Mid Cap Growth AlphaDEX Fund (FNY) in Q2 2021, closing a stake of 32 shares — an estimated $2K sold.

Moser Wealth Advisors first reported a position in FNY in Q1 2021 and held it in 1 quarter. The position peaked at $2K in Q1 2021. 96 funds tracked by Wall St. Rank hold FNY as of Q2 2021.

  • Moser Wealth Advisors reported no remaining First Trust Mid Cap Growth AlphaDEX Fund position as of Q2 2021 after selling out during the quarter.
  • Moser Wealth Advisors sold 32 First Trust Mid Cap Growth AlphaDEX Fund shares in Q2 2021, an estimated $2K.
  • Moser Wealth Advisors first reported a position in First Trust Mid Cap Growth AlphaDEX Fund in Q1 2021 and held it in 1 quarter.
  • Moser Wealth Advisors's First Trust Mid Cap Growth AlphaDEX Fund position peaked at $2K in Q1 2021.
  • 96 funds tracked by Wall St. Rank held First Trust Mid Cap Growth AlphaDEX Fund as of Q2 2021.

Based on Moser Wealth Advisors's 13F filing for Q2 2021, filed 29 Jul 2021.