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Strategic Blueprint’s First Trust Mid Cap Growth AlphaDEX Fund FNY Stock Holding History

Strategic Blueprint’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
2021
Q3 		– Sell
-1,451
Closed -$109K – 710
2021
Q2 		$109K Buy
+1,451
New +$102K 0.02% 482
2021
Q1 		– Sell
-4,493
Closed -$294K – 304
2020
Q4 		$294K Buy
+4,493
New +$268K 0.07% 196

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
JAWM
J. Arnold Wealth Management Youngstown, Ohio $294M AUM 33.6% 1-Year Est. Return
SL
Savior LLC Wellesley Hills, Massachusetts $28M AUM 32.92% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 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

Strategic Blueprint's FNY Position: Q3 2021 in Review

Strategic Blueprint sold out of First Trust Mid Cap Growth AlphaDEX Fund (FNY) in Q3 2021, closing a stake of 1,451 shares — an estimated $109K sold.

Strategic Blueprint first reported a position in FNY in Q4 2020 and held it in 2 quarters. The position peaked at $294K in Q4 2020. 99 funds tracked by Wall St. Rank hold FNY as of Q3 2021.

  • Strategic Blueprint reported no remaining First Trust Mid Cap Growth AlphaDEX Fund position as of Q3 2021 after selling out during the quarter.
  • Strategic Blueprint sold 1,451 First Trust Mid Cap Growth AlphaDEX Fund shares in Q3 2021, an estimated $109K.
  • Strategic Blueprint first reported a position in First Trust Mid Cap Growth AlphaDEX Fund in Q4 2020 and held it in 2 quarters.
  • Strategic Blueprint's First Trust Mid Cap Growth AlphaDEX Fund position peaked at $294K in Q4 2020.
  • 99 funds tracked by Wall St. Rank held First Trust Mid Cap Growth AlphaDEX Fund as of Q3 2021.

Based on Strategic Blueprint's 13F filing for Q3 2021, filed 12 Nov 2021.