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RPS Advisory Solutions’s First Trust Mid Cap Growth AlphaDEX Fund FNY Stock Holding History

RPS Advisory Solutions’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
Q4 		– Sell
-6,282
Closed -$500K – 106
2024
Q3 		$500K Buy
+6,282
New +$476K 0.36% 53

Other funds holding FNY

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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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return

RPS Advisory Solutions's FNY Position: Q4 2024 in Review

RPS Advisory Solutions sold out of First Trust Mid Cap Growth AlphaDEX Fund (FNY) in Q4 2024, closing a stake of 6,282 shares — an estimated $500K sold.

RPS Advisory Solutions first reported a position in FNY in Q3 2024 and held it in 1 quarter. The position peaked at $500K in Q3 2024. 102 funds tracked by Wall St. Rank hold FNY as of Q4 2024.

  • RPS Advisory Solutions reported no remaining First Trust Mid Cap Growth AlphaDEX Fund position as of Q4 2024 after selling out during the quarter.
  • RPS Advisory Solutions sold 6,282 First Trust Mid Cap Growth AlphaDEX Fund shares in Q4 2024, an estimated $500K.
  • RPS Advisory Solutions first reported a position in First Trust Mid Cap Growth AlphaDEX Fund in Q3 2024 and held it in 1 quarter.
  • RPS Advisory Solutions's First Trust Mid Cap Growth AlphaDEX Fund position peaked at $500K in Q3 2024.
  • 102 funds tracked by Wall St. Rank held First Trust Mid Cap Growth AlphaDEX Fund as of Q4 2024.

Based on RPS Advisory Solutions's 13F filing for Q4 2024, filed 3 Feb 2025.