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

RiverTree 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
2024
Q1 		– Sell
-15,631
Closed -$1.06M – 30
2023
Q4 		$1.06M Buy
+15,631
New +$960K 0.72% 24

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

RiverTree Advisors's FNY Position: Q1 2024 in Review

RiverTree Advisors sold out of First Trust Mid Cap Growth AlphaDEX Fund (FNY) in Q1 2024, closing a stake of 15,631 shares — an estimated $1.06M sold.

RiverTree Advisors first reported a position in FNY in Q4 2023 and held it in 1 quarter. The position peaked at $1.06M in Q4 2023. 89 funds tracked by Wall St. Rank hold FNY as of Q1 2024.

  • RiverTree Advisors reported no remaining First Trust Mid Cap Growth AlphaDEX Fund position as of Q1 2024 after selling out during the quarter.
  • RiverTree Advisors sold 15,631 First Trust Mid Cap Growth AlphaDEX Fund shares in Q1 2024, an estimated $1.06M.
  • RiverTree Advisors first reported a position in First Trust Mid Cap Growth AlphaDEX Fund in Q4 2023 and held it in 1 quarter.
  • RiverTree Advisors's First Trust Mid Cap Growth AlphaDEX Fund position peaked at $1.06M in Q4 2023.
  • 89 funds tracked by Wall St. Rank held First Trust Mid Cap Growth AlphaDEX Fund as of Q1 2024.

Based on RiverTree Advisors's 13F filing for Q1 2024, filed 16 Apr 2024.