Rehmann Capital Advisory Group’s First Trust Mid Cap Growth AlphaDEX Fund FNY Stock Holding History

Rehmann Capital Advisory Group’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
2019 Q3	$11K	Buy	+316	New	+$14.5K	﹤0.01%	1018
2019 Q2	–	Sell	-340	Closed	-$14.7K	–	2095
2019 Q1	$14.7K	Hold	340	–	–	﹤0.01%	1212
2018 Q4	$12.3K	Hold	340	–	–	﹤0.01%	994
2018 Q3	$15.7K	Hold	340	–	–	﹤0.01%	1202
2018 Q2	$14.7K	Hold	340	–	–	﹤0.01%	1204
2018 Q1	$14K	Buy	+340	New	+$13.9K	﹤0.01%	1194

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

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

FAIM

Financial Advocates Investment Management Olympia, Washington $178M AUM 21.03% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Rehmann Capital Advisory Group's FNY Position: Q3 2019 in Review

Rehmann Capital Advisory Group opened a new position in First Trust Mid Cap Growth AlphaDEX Fund (FNY) in Q3 2019: 316 shares worth $11K. The stake represents ﹤0.01% of the portfolio and ranks #1018 among its holdings. This is a return to the name: Rehmann Capital Advisory Group previously reported a position in FNY as recently as Q1 2019.

Rehmann Capital Advisory Group first reported a position in FNY in Q1 2018 and has held it in 6 quarters since. The position peaked at $15.7K in Q3 2018. 73 funds tracked by Wall St. Rank hold FNY as of Q3 2019.

Rehmann Capital Advisory Group held 316 shares of First Trust Mid Cap Growth AlphaDEX Fund worth $11K as of Q3 2019.
First Trust Mid Cap Growth AlphaDEX Fund was a new Rehmann Capital Advisory Group position in Q3 2019.
First Trust Mid Cap Growth AlphaDEX Fund made up ﹤0.01% of Rehmann Capital Advisory Group's portfolio in Q3 2019, its #1018 holding.
Rehmann Capital Advisory Group first reported a position in First Trust Mid Cap Growth AlphaDEX Fund in Q1 2018 and has held it in 6 quarters since.
Rehmann Capital Advisory Group's First Trust Mid Cap Growth AlphaDEX Fund position peaked at $15.7K in Q3 2018.
73 funds tracked by Wall St. Rank held First Trust Mid Cap Growth AlphaDEX Fund as of Q3 2019.

Based on Rehmann Capital Advisory Group's 13F filing for Q3 2019, filed 2 Jan 2020.