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NS
NBC Securities’s
First Trust Mid Cap Growth AlphaDEX Fund
FNY
Stock Holding History
NBC Securities’s Portfolio
FNY Stock Details
FNY Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$6.79K
Hold
75
–
–
﹤0.01%
2035
2025
Q4
$6.84K
Hold
75
–
–
﹤0.01%
2125
2025
Q3
$6.87K
Sell
75
-600
-89%
-$51.8K
﹤0.01%
2112
2025
Q2
$55K
Hold
675
–
–
﹤0.01%
1277
2025
Q1
$50K
Buy
+675
New
+$54.3K
﹤0.01%
1163
2024
Q4
–
Sell
-675
Closed
-$53K
–
1553
2024
Q3
$53K
Hold
675
–
–
﹤0.01%
1151
2024
Q2
$49K
Buy
675
+67
+11%
+$4.89K
﹤0.01%
1147
2024
Q1
$45K
Hold
608
–
–
﹤0.01%
1170
2023
Q4
$41K
Hold
608
–
–
﹤0.01%
1183
2023
Q3
$36K
Buy
+608
New
+$38.8K
﹤0.01%
1230
Other funds holding FNY
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
NA
NewEdge Advisors
New Orleans, Louisiana
$27.7B AUM
22.98%
1-Year Est. Return
Raymond James Financial
St Petersburg, Florida
$324B AUM
22.36%
1-Year Est. Return
Cetera Investment Advisers
Schaumburg, Illinois
$94B AUM
20.14%
1-Year Est. Return
P
&Partners
Nashville, Tennessee
$20.2B AUM
19.79%
1-Year Est. Return
Cambridge Investment Research Advisors
Fairfield, Iowa
$38.8B AUM
21.88%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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