Stonebridge Financial Planning Group’s First Trust Mid Cap Growth AlphaDEX Fund FNY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $606K | Hold |
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|
2025
Q1 | $551K | Sell |
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|
2024
Q4 | $604K | Hold |
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|
2024
Q3 | $601K | Sell |
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|
2024
Q2 | $563K | Hold |
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|
2024
Q1 | $578K | Buy |
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|
2023
Q4 | $507K | Hold |
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|
2023
Q3 | $452K | Sell |
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|
2023
Q2 | $502K | Sell |
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|
2023
Q1 | $476K | Sell |
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|
2022
Q4 | $482K | Sell |
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|
2022
Q3 | $519K | Sell |
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|
2022
Q2 | $550K | Sell |
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|
2022
Q1 | $762K | Buy |
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|
2021
Q4 | $718K | Sell |
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|
2021
Q3 | $950K | Buy |
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|
2021
Q2 | $846K | Buy |
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|
2021
Q1 | $753K | Hold |
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|
2020
Q4 | $712K | Sell |
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|
2020
Q3 | $654K | Sell |
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|
2020
Q2 | $771K | Sell |
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|
2020
Q1 | $632K | Sell |
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|
2019
Q4 | $917K | Buy |
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