MUFG Americas’s First Trust Mid Cap Growth AlphaDEX Fund FNY Stock Holding History

MUFG Americas’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
2022 Q4	–	Sell	-415	Closed	-$22K	–	306
2022 Q3	$22K	Hold	415	–	–	﹤0.01%	595
2022 Q2	$23K	Hold	415	–	–	﹤0.01%	586
2022 Q1	$28K	Hold	415	–	–	﹤0.01%	608
2021 Q4	$31K	Buy	+415	New	+$31K	﹤0.01%	618

Other funds holding FNY

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Savior LLC Wellesley Hills, Massachusetts $34.9M AUM 32.88% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

KWM

Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return

BFEC

Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

MUFG Americas's FNY Position: Q4 2022 in Review

MUFG Americas sold out of First Trust Mid Cap Growth AlphaDEX Fund (FNY) in Q4 2022, closing a stake of 415 shares — an estimated $22K sold.

MUFG Americas first reported a position in FNY in Q4 2021 and held it in 4 quarters. The position peaked at $31K in Q4 2021. 82 funds tracked by Wall St. Rank hold FNY as of Q4 2022.

MUFG Americas reported no remaining First Trust Mid Cap Growth AlphaDEX Fund position as of Q4 2022 after selling out during the quarter.
MUFG Americas sold 415 First Trust Mid Cap Growth AlphaDEX Fund shares in Q4 2022, an estimated $22K.
MUFG Americas first reported a position in First Trust Mid Cap Growth AlphaDEX Fund in Q4 2021 and held it in 4 quarters.
MUFG Americas's First Trust Mid Cap Growth AlphaDEX Fund position peaked at $31K in Q4 2021.
82 funds tracked by Wall St. Rank held First Trust Mid Cap Growth AlphaDEX Fund as of Q4 2022.

Based on MUFG Americas's 13F filing for Q4 2022.