Total Clarity Wealth Management’s First Trust Mid Cap Growth AlphaDEX Fund FNY Stock Holding History

Total Clarity Wealth Management’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 Q3	–	Sell	-715	Closed	-$39K	–	481
2022 Q2	$39K	Buy	+715	New	+$43.4K	0.02%	442
2022 Q1	–	Sell	-1,311	Closed	-$97K	–	448
2021 Q4	$97K	Buy	1,311 +248	+23%	+$18.5K	0.04%	318
2021 Q3	$76K	Buy	+1,063	New	+$78.4K	0.04%	343
2021 Q2	–	Sell	-1,289	Closed	-$88K	–	370
2021 Q1	$88K	Buy	+1,289	New	+$89.7K	0.05%	258

Other funds holding FNY

LPL Financial San Diego, California $377B AUM 19.32% 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 $28M AUM 32.92% 1-Year Est. Return

JAWM

J. Arnold Wealth Management Youngstown, Ohio $294M AUM 33.6% 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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

KWM

Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return

Total Clarity Wealth Management's FNY Position: Q3 2022 in Review

Total Clarity Wealth Management sold out of First Trust Mid Cap Growth AlphaDEX Fund (FNY) in Q3 2022, closing a stake of 715 shares — an estimated $39K sold.

Total Clarity Wealth Management first reported a position in FNY in Q1 2021 and held it in 4 quarters. The position peaked at $97K in Q4 2021. 86 funds tracked by Wall St. Rank hold FNY as of Q3 2022.

Total Clarity Wealth Management reported no remaining First Trust Mid Cap Growth AlphaDEX Fund position as of Q3 2022 after selling out during the quarter.
Total Clarity Wealth Management sold 715 First Trust Mid Cap Growth AlphaDEX Fund shares in Q3 2022, an estimated $39K.
Total Clarity Wealth Management first reported a position in First Trust Mid Cap Growth AlphaDEX Fund in Q1 2021 and held it in 4 quarters.
Total Clarity Wealth Management's First Trust Mid Cap Growth AlphaDEX Fund position peaked at $97K in Q4 2021.
86 funds tracked by Wall St. Rank held First Trust Mid Cap Growth AlphaDEX Fund as of Q3 2022.

Based on Total Clarity Wealth Management's 13F filing for Q3 2022, filed 4 Nov 2022.