PWA
PCG Wealth Advisors’s First Trust Mid Cap Growth AlphaDEX Fund FNY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $854K | Sell |
10,359
-10,124
| -49% | -$835K | 0.44% | 50 |
|
|
2025
Q1 | $1.53M | Sell |
20,483
-1,828
| -8% | -$137K | 0.54% | 58 |
|
|
2024
Q4 | $1.78M | Buy |
22,311
+1,428
| +7% | +$114K | 0.66% | 48 |
|
|
2024
Q3 | $1.66M | Sell |
20,883
-691
| -3% | -$55K | 0.64% | 50 |
|
|
2024
Q2 | $1.59M | Sell |
21,574
-6,125
| -22% | -$451K | 0.69% | 46 |
|
|
2024
Q1 | $2.09M | Buy |
+27,699
| New | +$2.09M | 1% | 35 |
|