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Orion Portfolio Solutions’s First Trust Mid Cap Growth AlphaDEX Fund FNY Stock Holding History

Orion Portfolio Solutions’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
-100
Closed -$5K – 994
2020
Q2 		$5K Hold
100
– – ﹤0.01% 1463
2020
Q1 		$4K Buy
+100
New +$4.52K ﹤0.01% 1358

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 $26.4B AUM 21.05% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Orion Portfolio Solutions's FNY Position: Q3 2020 in Review

Orion Portfolio Solutions sold out of First Trust Mid Cap Growth AlphaDEX Fund (FNY) in Q3 2020, closing a stake of 100 shares — an estimated $5K sold.

Orion Portfolio Solutions first reported a position in FNY in Q1 2020 and held it in 2 quarters. The position peaked at $5K in Q2 2020. 92 funds tracked by Wall St. Rank hold FNY as of Q3 2020.

  • Orion Portfolio Solutions reported no remaining First Trust Mid Cap Growth AlphaDEX Fund position as of Q3 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 100 First Trust Mid Cap Growth AlphaDEX Fund shares in Q3 2020, an estimated $5K.
  • Orion Portfolio Solutions first reported a position in First Trust Mid Cap Growth AlphaDEX Fund in Q1 2020 and held it in 2 quarters.
  • Orion Portfolio Solutions's First Trust Mid Cap Growth AlphaDEX Fund position peaked at $5K in Q2 2020.
  • 92 funds tracked by Wall St. Rank held First Trust Mid Cap Growth AlphaDEX Fund as of Q3 2020.

Based on Orion Portfolio Solutions's 13F filing for Q3 2020, filed 13 Nov 2020.