Northwest Wealth Management’s First Trust Mid Cap Growth AlphaDEX Fund FNY Stock Holding History

Northwest Wealth Management’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
2019 Q2	–	Sell	-101	Closed	-$4K	–	242
2019 Q1	$4K	Hold	101	–	–	﹤0.01%	425
2018 Q4	$4K	Hold	101	–	–	﹤0.01%	408
2018 Q3	$5K	Hold	101	–	–	﹤0.01%	416
2018 Q2	$4K	Hold	101	–	–	﹤0.01%	429
2018 Q1	$4K	Buy	+101	New	+$4.13K	﹤0.01%	439

Other funds holding FNY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

FAIM

Financial Advocates Investment Management Olympia, Washington $178M AUM 21.03% 1-Year Est. Return

RJFSA

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Northwest Wealth Management's FNY Position: Q2 2019 in Review

Northwest Wealth Management sold out of First Trust Mid Cap Growth AlphaDEX Fund (FNY) in Q2 2019, closing a stake of 101 shares — an estimated $4K sold.

Northwest Wealth Management first reported a position in FNY in Q1 2018 and held it in 5 quarters. The position peaked at $5K in Q3 2018. 57 funds tracked by Wall St. Rank hold FNY as of Q2 2019.

Northwest Wealth Management reported no remaining First Trust Mid Cap Growth AlphaDEX Fund position as of Q2 2019 after selling out during the quarter.
Northwest Wealth Management sold 101 First Trust Mid Cap Growth AlphaDEX Fund shares in Q2 2019, an estimated $4K.
Northwest Wealth Management first reported a position in First Trust Mid Cap Growth AlphaDEX Fund in Q1 2018 and held it in 5 quarters.
Northwest Wealth Management's First Trust Mid Cap Growth AlphaDEX Fund position peaked at $5K in Q3 2018.
57 funds tracked by Wall St. Rank held First Trust Mid Cap Growth AlphaDEX Fund as of Q2 2019.

Based on Northwest Wealth Management's 13F filing for Q2 2019, filed 23 Jul 2019.