NWP
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Northstar Wealth Partners’s First Trust Mid Cap Growth AlphaDEX Fund FNY Stock Holding History

Northstar Wealth Partners’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
2020
Q3 		– Sell
-4,640
Closed -$221K – 156
2020
Q2 		$221K Buy
+4,640
New +$202K 0.09% 158

Other funds holding FNY

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
SL
Savior LLC Wellesley Hills, Massachusetts $34.9M AUM 32.88% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Northstar Wealth Partners's FNY Position: Q3 2020 in Review

Northstar Wealth Partners sold out of First Trust Mid Cap Growth AlphaDEX Fund (FNY) in Q3 2020, closing a stake of 4,640 shares — an estimated $221K sold.

Northstar Wealth Partners first reported a position in FNY in Q2 2020 and held it in 1 quarter. The position peaked at $221K in Q2 2020. 92 funds tracked by Wall St. Rank hold FNY as of Q3 2020.

  • Northstar Wealth Partners reported no remaining First Trust Mid Cap Growth AlphaDEX Fund position as of Q3 2020 after selling out during the quarter.
  • Northstar Wealth Partners sold 4,640 First Trust Mid Cap Growth AlphaDEX Fund shares in Q3 2020, an estimated $221K.
  • Northstar Wealth Partners first reported a position in First Trust Mid Cap Growth AlphaDEX Fund in Q2 2020 and held it in 1 quarter.
  • Northstar Wealth Partners's First Trust Mid Cap Growth AlphaDEX Fund position peaked at $221K in Q2 2020.
  • 92 funds tracked by Wall St. Rank held First Trust Mid Cap Growth AlphaDEX Fund as of Q3 2020.

Based on Northstar Wealth Partners's 13F filing for Q3 2020, filed 13 Nov 2020.