Patriot Financial Group Insurance Agency’s First Trust Mid Cap Growth AlphaDEX Fund FNY Stock Holding History

Patriot Financial Group Insurance Agency’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
2022 Q3	–	Sell	-96	Closed	-$5K	–	954
2022 Q2	$5K	Hold	96	–	–	﹤0.01%	1476
2022 Q1	$6K	Hold	96	–	–	﹤0.01%	1544
2021 Q4	$7K	Hold	96	–	–	﹤0.01%	1605
2021 Q3	$7K	Hold	96	–	–	﹤0.01%	1597
2021 Q2	$7K	Hold	96	–	–	﹤0.01%	1553
2021 Q1	$7K	Buy	+96	New	+$6.68K	﹤0.01%	1462
2019 Q3	–	Sell	-109	Closed	-$5K	–	1359
2019 Q2	$5K	Buy	+109	New	+$4.82K	﹤0.01%	938

Other funds holding FNY

LPL Financial San Diego, California $445B AUM 25.58% 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

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

Savior LLC Wellesley Hills, Massachusetts $34.9M AUM 32.88% 1-Year Est. Return

JAWM

J. Arnold Wealth Management Youngstown, Ohio $294M AUM 33.6% 1-Year Est. Return

AOG

Alpha Omega Group Reston, Virginia $84.1M AUM 6.41% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

KWM

Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return

Patriot Financial Group Insurance Agency's FNY Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of First Trust Mid Cap Growth AlphaDEX Fund (FNY) in Q3 2022, closing a stake of 96 shares — an estimated $5K sold.

Patriot Financial Group Insurance Agency first reported a position in FNY in Q2 2019 and held it in 7 quarters. The position peaked at $7K in Q4 2021. 86 funds tracked by Wall St. Rank hold FNY as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining First Trust Mid Cap Growth AlphaDEX Fund position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 96 First Trust Mid Cap Growth AlphaDEX Fund shares in Q3 2022, an estimated $5K.
Patriot Financial Group Insurance Agency first reported a position in First Trust Mid Cap Growth AlphaDEX Fund in Q2 2019 and held it in 7 quarters.
Patriot Financial Group Insurance Agency's First Trust Mid Cap Growth AlphaDEX Fund position peaked at $7K in Q4 2021.
86 funds tracked by Wall St. Rank held First Trust Mid Cap Growth AlphaDEX Fund as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.