TT
FNY icon

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

Tower Trust’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
2014
Q1 		$685K Sell
24,245
-365
-1% -$10.2K 0.43% 64
2013
Q4 		$691K Buy
+24,610
New +$654K 0.42% 67

Other funds holding FNY

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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
KIA
KCM Investment Advisors Greenbrae, California $3.01B AUM 21.97% 1-Year Est. Return

Tower Trust's FNY Position: Q1 2014 in Review

Tower Trust reduced its First Trust Mid Cap Growth AlphaDEX Fund (FNY) stake by 1.5% in Q1 2014, selling an estimated $10.2K and leaving 24,245 shares worth $685K. The position accounts for 0.43% of the portfolio, ranked #64.

Tower Trust first reported a position in FNY in Q4 2013 and has held it in 2 quarters since. The position peaked at $691K in Q4 2013. 16 funds tracked by Wall St. Rank hold FNY as of Q1 2014.

  • Tower Trust held 24,245 shares of First Trust Mid Cap Growth AlphaDEX Fund worth $685K as of Q1 2014.
  • Tower Trust sold 365 First Trust Mid Cap Growth AlphaDEX Fund shares in Q1 2014, an estimated $10.2K.
  • First Trust Mid Cap Growth AlphaDEX Fund made up 0.43% of Tower Trust's portfolio in Q1 2014, its #64 holding.
  • Tower Trust first reported a position in First Trust Mid Cap Growth AlphaDEX Fund in Q4 2013 and has held it in 2 quarters since.
  • Tower Trust's First Trust Mid Cap Growth AlphaDEX Fund position peaked at $691K in Q4 2013.
  • 16 funds tracked by Wall St. Rank held First Trust Mid Cap Growth AlphaDEX Fund as of Q1 2014.

Based on Tower Trust's 13F filing for Q1 2014, filed 8 May 2014.