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

tru Independence’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	-1,018	Closed	-$77K	–	250
2021 Q2	$77K	Buy	+1,018	New	+$71.4K	0.02%	160
2021 Q1	–	Sell	-1,018	Closed	-$67	–	448
2020 Q4	$67	Buy	+1,018	New	+$60.6K	﹤0.01%	471
2020 Q3	–	Sell	-671	Closed	-$32	–	526
2020 Q2	$32	Buy	+671	New	+$29.2K	﹤0.01%	439

Other funds holding FNY

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

tru Independence's FNY Position: Q3 2021 in Review

tru Independence sold out of First Trust Mid Cap Growth AlphaDEX Fund (FNY) in Q3 2021, closing a stake of 1,018 shares — an estimated $77K sold.

tru Independence first reported a position in FNY in Q2 2020 and held it in 3 quarters. The position peaked at $77K in Q2 2021. 99 funds tracked by Wall St. Rank hold FNY as of Q3 2021.

tru Independence reported no remaining First Trust Mid Cap Growth AlphaDEX Fund position as of Q3 2021 after selling out during the quarter.
tru Independence sold 1,018 First Trust Mid Cap Growth AlphaDEX Fund shares in Q3 2021, an estimated $77K.
tru Independence first reported a position in First Trust Mid Cap Growth AlphaDEX Fund in Q2 2020 and held it in 3 quarters.
tru Independence's First Trust Mid Cap Growth AlphaDEX Fund position peaked at $77K in Q2 2021.
99 funds tracked by Wall St. Rank held First Trust Mid Cap Growth AlphaDEX Fund as of Q3 2021.

Based on tru Independence's 13F filing for Q3 2021, filed 12 Nov 2021.