SignalPoint Asset Management’s First Trust Mid Cap Growth AlphaDEX Fund FNY Stock Holding History

SignalPoint Asset Management’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	-2,964	Closed	-$219K	–	235
2021 Q4	$219K	Sell	2,964 -56	-2%	-$4.18K	0.07%	221
2021 Q3	$217K	Sell	3,020 -74	-2%	-$5.46K	0.07%	211
2021 Q2	$233K	Buy	+3,094	New	+$217K	0.08%	204

Other funds holding FNY

LPL Financial San Diego, California $377B AUM 19.32% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Savior LLC Wellesley Hills, Massachusetts $28M AUM 32.92% 1-Year Est. Return

AOG

Alpha Omega Group Reston, Virginia $84.1M AUM 6.41% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

SignalPoint Asset Management's FNY Position: Q1 2022 in Review

SignalPoint Asset Management sold out of First Trust Mid Cap Growth AlphaDEX Fund (FNY) in Q1 2022, closing a stake of 2,964 shares — an estimated $219K sold.

SignalPoint Asset Management first reported a position in FNY in Q2 2021 and held it in 3 quarters. The position peaked at $233K in Q2 2021. 92 funds tracked by Wall St. Rank hold FNY as of Q1 2022.

SignalPoint Asset Management reported no remaining First Trust Mid Cap Growth AlphaDEX Fund position as of Q1 2022 after selling out during the quarter.
SignalPoint Asset Management sold 2,964 First Trust Mid Cap Growth AlphaDEX Fund shares in Q1 2022, an estimated $219K.
SignalPoint Asset Management first reported a position in First Trust Mid Cap Growth AlphaDEX Fund in Q2 2021 and held it in 3 quarters.
SignalPoint Asset Management's First Trust Mid Cap Growth AlphaDEX Fund position peaked at $233K in Q2 2021.
92 funds tracked by Wall St. Rank held First Trust Mid Cap Growth AlphaDEX Fund as of Q1 2022.

Based on SignalPoint Asset Management's 13F filing for Q1 2022, filed 9 May 2022.