Sterling Manor Financial’s First Trust Mid Cap Growth AlphaDEX Fund FNY Stock Holding History

Sterling Manor Financial’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	-101,082	Closed	-$7.5M	–	86
2021 Q4	$7.5M	Buy	101,082 +98,232	+3,447%	+$7.33M	5.85%	4
2021 Q3	$205K	Sell	2,850 -61,165	-96%	-$4.51M	0.17%	73
2021 Q2	$4.82M	Buy	+64,015	New	+$4.49M	3.86%	8

Other funds holding FNY

LPL Financial San Diego, California $445B AUM 25.58% 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 $34.9M AUM 32.88% 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 $21.8B AUM 28.57% 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

Sterling Manor Financial's FNY Position: Q1 2022 in Review

Sterling Manor Financial sold out of First Trust Mid Cap Growth AlphaDEX Fund (FNY) in Q1 2022, closing a stake of 101,082 shares — an estimated $7.5M sold.

Sterling Manor Financial first reported a position in FNY in Q2 2021 and held it in 3 quarters. The position peaked at $7.5M in Q4 2021. 92 funds tracked by Wall St. Rank hold FNY as of Q1 2022.

Sterling Manor Financial reported no remaining First Trust Mid Cap Growth AlphaDEX Fund position as of Q1 2022 after selling out during the quarter.
Sterling Manor Financial sold 101,082 First Trust Mid Cap Growth AlphaDEX Fund shares in Q1 2022, an estimated $7.5M.
Sterling Manor Financial first reported a position in First Trust Mid Cap Growth AlphaDEX Fund in Q2 2021 and held it in 3 quarters.
Sterling Manor Financial's First Trust Mid Cap Growth AlphaDEX Fund position peaked at $7.5M in Q4 2021.
92 funds tracked by Wall St. Rank held First Trust Mid Cap Growth AlphaDEX Fund as of Q1 2022.

Based on Sterling Manor Financial's 13F filing for Q1 2022, filed 21 Apr 2022.