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TD Waterhouse Canada’s First Trust Mid Cap Growth AlphaDEX Fund FNY Stock Holding History

TD Waterhouse Canada’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
2023
Q1 		– Sell
-436
Closed -$24.2K – 1769
2022
Q4 		$24.2K Hold
436
– – ﹤0.01% 1059
2022
Q3 		$24.1K Hold
436
– – ﹤0.01% 1054
2022
Q2 		$24.1K Buy
+436
New +$26.5K ﹤0.01% 1070

Other funds holding FNY

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

TD Waterhouse Canada's FNY Position: Q1 2023 in Review

TD Waterhouse Canada sold out of First Trust Mid Cap Growth AlphaDEX Fund (FNY) in Q1 2023, closing a stake of 436 shares — an estimated $24.2K sold.

TD Waterhouse Canada first reported a position in FNY in Q2 2022 and held it in 3 quarters. The position peaked at $24.2K in Q4 2022. 79 funds tracked by Wall St. Rank hold FNY as of Q1 2023.

  • TD Waterhouse Canada reported no remaining First Trust Mid Cap Growth AlphaDEX Fund position as of Q1 2023 after selling out during the quarter.
  • TD Waterhouse Canada sold 436 First Trust Mid Cap Growth AlphaDEX Fund shares in Q1 2023, an estimated $24.2K.
  • TD Waterhouse Canada first reported a position in First Trust Mid Cap Growth AlphaDEX Fund in Q2 2022 and held it in 3 quarters.
  • TD Waterhouse Canada's First Trust Mid Cap Growth AlphaDEX Fund position peaked at $24.2K in Q4 2022.
  • 79 funds tracked by Wall St. Rank held First Trust Mid Cap Growth AlphaDEX Fund as of Q1 2023.

Based on TD Waterhouse Canada's 13F filing for Q1 2023, filed 13 Nov 2023.