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

Realta Investment 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
2020 Q1	–	Sell	-571	Closed	-$27K	–	688
2019 Q4	$27K	Hold	571	–	–	0.01%	832
2019 Q3	$26K	Buy	571 +1	+0.2%	+$46	0.01%	841
2019 Q2	$26K	Buy	570 +300	+111%	+$13.3K	0.01%	843
2019 Q1	$12K	Buy	+270	New	+$11.2K	0.01%	869

Other funds holding FNY

Morgan Stanley New York $1.66T AUM 25.57% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BFEC

Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Realta Investment Advisors's FNY Position: Q1 2020 in Review

Realta Investment Advisors sold out of First Trust Mid Cap Growth AlphaDEX Fund (FNY) in Q1 2020, closing a stake of 571 shares — an estimated $27K sold.

Realta Investment Advisors first reported a position in FNY in Q1 2019 and held it in 4 quarters. The position peaked at $27K in Q4 2019. 74 funds tracked by Wall St. Rank hold FNY as of Q1 2020.

Realta Investment Advisors reported no remaining First Trust Mid Cap Growth AlphaDEX Fund position as of Q1 2020 after selling out during the quarter.
Realta Investment Advisors sold 571 First Trust Mid Cap Growth AlphaDEX Fund shares in Q1 2020, an estimated $27K.
Realta Investment Advisors first reported a position in First Trust Mid Cap Growth AlphaDEX Fund in Q1 2019 and held it in 4 quarters.
Realta Investment Advisors's First Trust Mid Cap Growth AlphaDEX Fund position peaked at $27K in Q4 2019.
74 funds tracked by Wall St. Rank held First Trust Mid Cap Growth AlphaDEX Fund as of Q1 2020.

Based on Realta Investment Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.