Synergy Asset Management’s First Trust Mid Cap Growth AlphaDEX Fund FNY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-754
| Closed | -$60K | – | 335 |
|
|
2024
Q4 | $60K | Buy |
+754
| New | +$60K | ﹤0.01% | 262 |
|
|
2021
Q3 | – | Sell |
-83,613
| Closed | -$6.3M | – | 108 |
|
|
2021
Q2 | $6.3M | Buy |
+83,613
| New | +$6.3M | 1.67% | 21 |
|
|
2021
Q1 | – | Sell |
-73,316
| Closed | -$4.79M | – | 98 |
|
|
2020
Q4 | $4.79M | Buy |
+73,316
| New | +$4.79M | 1.51% | 27 |
|