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Nations Financial Group’s First Trust Mid Cap Growth AlphaDEX Fund FNY Stock Holding History

Nations Financial Group’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
2025
Q1 		– Sell
-3,005
Closed -$240K – 673
2024
Q4 		$240K Sell
3,005
-49
-2% -$4.06K 0.02% 603
2024
Q3 		$243K Buy
+3,054
New +$231K 0.02% 608

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NA
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P
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Raymond James Financial
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BEI
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Envestnet Asset Management
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KWM
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Nations Financial Group's FNY Position: Q1 2025 in Review

Nations Financial Group sold out of First Trust Mid Cap Growth AlphaDEX Fund (FNY) in Q1 2025, closing a stake of 3,005 shares — an estimated $240K sold.

Nations Financial Group first reported a position in FNY in Q3 2024 and held it in 2 quarters. The position peaked at $243K in Q3 2024. 100 funds tracked by Wall St. Rank hold FNY as of Q1 2025.

  • Nations Financial Group reported no remaining First Trust Mid Cap Growth AlphaDEX Fund position as of Q1 2025 after selling out during the quarter.
  • Nations Financial Group sold 3,005 First Trust Mid Cap Growth AlphaDEX Fund shares in Q1 2025, an estimated $240K.
  • Nations Financial Group first reported a position in First Trust Mid Cap Growth AlphaDEX Fund in Q3 2024 and held it in 2 quarters.
  • Nations Financial Group's First Trust Mid Cap Growth AlphaDEX Fund position peaked at $243K in Q3 2024.
  • 100 funds tracked by Wall St. Rank held First Trust Mid Cap Growth AlphaDEX Fund as of Q1 2025.

Based on Nations Financial Group's 13F filing for Q1 2025, filed 13 May 2025.