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PSI Advisors’s First Trust Mid Cap Growth AlphaDEX Fund FNY Stock Holding History

PSI 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
2025
Q1 		– Sell
-166
Closed -$13.2K – 811
2024
Q4 		$13.2K Buy
166
+1
+0.6% +$83 ﹤0.01% 483
2024
Q3 		$13.1K Hold
165
– – ﹤0.01% 492
2024
Q2 		$12.1K Buy
165
+1
+0.6% +$73 ﹤0.01% 482
2024
Q1 		$12.4K Buy
164
+64
+64% +$4.48K ﹤0.01% 453
2023
Q4 		$6.81K Buy
+100
New +$6.14K ﹤0.01% 564
2022
Q1 		– Sell
-250
Closed -$19K – 745
2021
Q4 		$19K Hold
250
– – 0.01% 402
2021
Q3 		$18K Buy
+250
New +$18.4K 0.01% 401

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
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return

PSI Advisors's FNY Position: Q1 2025 in Review

PSI Advisors sold out of First Trust Mid Cap Growth AlphaDEX Fund (FNY) in Q1 2025, closing a stake of 166 shares — an estimated $13.2K sold.

PSI Advisors first reported a position in FNY in Q3 2021 and held it in 7 quarters. The position peaked at $19K in Q4 2021. 100 funds tracked by Wall St. Rank hold FNY as of Q1 2025.

  • PSI Advisors reported no remaining First Trust Mid Cap Growth AlphaDEX Fund position as of Q1 2025 after selling out during the quarter.
  • PSI Advisors sold 166 First Trust Mid Cap Growth AlphaDEX Fund shares in Q1 2025, an estimated $13.2K.
  • PSI Advisors first reported a position in First Trust Mid Cap Growth AlphaDEX Fund in Q3 2021 and held it in 7 quarters.
  • PSI Advisors's First Trust Mid Cap Growth AlphaDEX Fund position peaked at $19K in Q4 2021.
  • 100 funds tracked by Wall St. Rank held First Trust Mid Cap Growth AlphaDEX Fund as of Q1 2025.

Based on PSI Advisors's 13F filing for Q1 2025, filed 21 Apr 2025.