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Plante Moran Financial Advisors’s First Trust Mid Cap Growth AlphaDEX Fund FNY Stock Holding History

Plante Moran Financial Advisors’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
2021
Q3 		– Sell
-86
Closed -$6K – 952
2021
Q2 		$6K Buy
+86
New +$6.03K ﹤0.01% 752
2019
Q3 		– Sell
-199
Closed -$9K – 866
2019
Q2 		$9K Buy
+199
New +$8.81K ﹤0.01% 576

Other funds holding FNY

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JAWM
J. Arnold Wealth Management Youngstown, Ohio $294M AUM 33.6% 1-Year Est. Return
SL
Savior LLC Wellesley Hills, Massachusetts $28M AUM 32.92% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 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 $21.3B AUM 22.13% 1-Year Est. Return

Plante Moran Financial Advisors's FNY Position: Q3 2021 in Review

Plante Moran Financial Advisors sold out of First Trust Mid Cap Growth AlphaDEX Fund (FNY) in Q3 2021, closing a stake of 86 shares — an estimated $6K sold.

Plante Moran Financial Advisors first reported a position in FNY in Q2 2019 and held it in 2 quarters. The position peaked at $9K in Q2 2019. 99 funds tracked by Wall St. Rank hold FNY as of Q3 2021.

  • Plante Moran Financial Advisors reported no remaining First Trust Mid Cap Growth AlphaDEX Fund position as of Q3 2021 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 86 First Trust Mid Cap Growth AlphaDEX Fund shares in Q3 2021, an estimated $6K.
  • Plante Moran Financial Advisors first reported a position in First Trust Mid Cap Growth AlphaDEX Fund in Q2 2019 and held it in 2 quarters.
  • Plante Moran Financial Advisors's First Trust Mid Cap Growth AlphaDEX Fund position peaked at $9K in Q2 2019.
  • 99 funds tracked by Wall St. Rank held First Trust Mid Cap Growth AlphaDEX Fund as of Q3 2021.

Based on Plante Moran Financial Advisors's 13F filing for Q3 2021, filed 8 Nov 2021.