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

Richwood 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
2022
Q1 		– Sell
-220
Closed -$16K – 158
2021
Q4 		$16K Buy
+220
New +$16.4K 0.01% 221

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SL
Savior LLC Wellesley Hills, Massachusetts $34.9M AUM 32.88% 1-Year Est. Return
AOG
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PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
RJFSA
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Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Richwood Investment Advisors's FNY Position: Q1 2022 in Review

Richwood Investment Advisors sold out of First Trust Mid Cap Growth AlphaDEX Fund (FNY) in Q1 2022, closing a stake of 220 shares — an estimated $16K sold.

Richwood Investment Advisors first reported a position in FNY in Q4 2021 and held it in 1 quarter. The position peaked at $16K in Q4 2021. 92 funds tracked by Wall St. Rank hold FNY as of Q1 2022.

  • Richwood Investment Advisors reported no remaining First Trust Mid Cap Growth AlphaDEX Fund position as of Q1 2022 after selling out during the quarter.
  • Richwood Investment Advisors sold 220 First Trust Mid Cap Growth AlphaDEX Fund shares in Q1 2022, an estimated $16K.
  • Richwood Investment Advisors first reported a position in First Trust Mid Cap Growth AlphaDEX Fund in Q4 2021 and held it in 1 quarter.
  • Richwood Investment Advisors's First Trust Mid Cap Growth AlphaDEX Fund position peaked at $16K in Q4 2021.
  • 92 funds tracked by Wall St. Rank held First Trust Mid Cap Growth AlphaDEX Fund as of Q1 2022.

Based on Richwood Investment Advisors's 13F filing for Q1 2022, filed 28 Apr 2022.