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

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
2017
Q2 		– Sell
-475
Closed -$16K – 176
2017
Q1 		$16K Buy
+475
New +$15.6K ﹤0.01% 104

Other funds holding FNY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
SAM
Shamrock Asset Management Dallas, Texas $128M AUM 2.65% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
KIA
KCM Investment Advisors Greenbrae, California $3.01B AUM 21.97% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Portfolio Solutions's FNY Position: Q2 2017 in Review

Portfolio Solutions sold out of First Trust Mid Cap Growth AlphaDEX Fund (FNY) in Q2 2017, closing a stake of 475 shares — an estimated $16K sold.

Portfolio Solutions first reported a position in FNY in Q1 2017 and held it in 1 quarter. The position peaked at $16K in Q1 2017. 39 funds tracked by Wall St. Rank hold FNY as of Q2 2017.

  • Portfolio Solutions reported no remaining First Trust Mid Cap Growth AlphaDEX Fund position as of Q2 2017 after selling out during the quarter.
  • Portfolio Solutions sold 475 First Trust Mid Cap Growth AlphaDEX Fund shares in Q2 2017, an estimated $16K.
  • Portfolio Solutions first reported a position in First Trust Mid Cap Growth AlphaDEX Fund in Q1 2017 and held it in 1 quarter.
  • Portfolio Solutions's First Trust Mid Cap Growth AlphaDEX Fund position peaked at $16K in Q1 2017.
  • 39 funds tracked by Wall St. Rank held First Trust Mid Cap Growth AlphaDEX Fund as of Q2 2017.

Based on Portfolio Solutions's 13F filing for Q2 2017, filed 14 Jul 2017.