Tucker Asset Management’s First Trust Mid Cap Growth AlphaDEX Fund FNY Stock Holding History

Tucker Asset 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
2023 Q4	–	Sell	-20	Closed	-$1.21K	–	1500
2023 Q3	$1.21K	Hold	20	–	–	﹤0.01%	1135
2023 Q2	$1.3K	Hold	20	–	–	﹤0.01%	929
2023 Q1	$1.19K	Hold	20	–	–	﹤0.01%	965
2022 Q4	$1.13K	Hold	20	–	–	﹤0.01%	629
2022 Q3	$1.19K	Hold	20	–	–	﹤0.01%	640
2022 Q2	$1.09K	Hold	20	–	–	﹤0.01%	522
2022 Q1	$1.33K	Hold	20	–	–	﹤0.01%	476
2021 Q4	$1.48K	Hold	20	–	–	﹤0.01%	381
2021 Q3	$1.52K	Hold	20	–	–	﹤0.01%	307
2021 Q2	$1.51K	Hold	20	–	–	﹤0.01%	282
2021 Q1	$1.36K	Sell	20 -10	-33%	-$696	﹤0.01%	275
2020 Q4	$1.96K	Buy	+30	New	+$1.79K	﹤0.01%	267

Other funds holding FNY

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 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

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Tucker Asset Management's FNY Position: Q4 2023 in Review

Tucker Asset Management sold out of First Trust Mid Cap Growth AlphaDEX Fund (FNY) in Q4 2023, closing a stake of 20 shares — an estimated $1.21K sold.

Tucker Asset Management first reported a position in FNY in Q4 2020 and held it in 12 quarters. The position peaked at $1.96K in Q4 2020. 88 funds tracked by Wall St. Rank hold FNY as of Q4 2023.

Tucker Asset Management reported no remaining First Trust Mid Cap Growth AlphaDEX Fund position as of Q4 2023 after selling out during the quarter.
Tucker Asset Management sold 20 First Trust Mid Cap Growth AlphaDEX Fund shares in Q4 2023, an estimated $1.21K.
Tucker Asset Management first reported a position in First Trust Mid Cap Growth AlphaDEX Fund in Q4 2020 and held it in 12 quarters.
Tucker Asset Management's First Trust Mid Cap Growth AlphaDEX Fund position peaked at $1.96K in Q4 2020.
88 funds tracked by Wall St. Rank held First Trust Mid Cap Growth AlphaDEX Fund as of Q4 2023.

Based on Tucker Asset Management's 13F filing for Q4 2023, filed 4 Mar 2024.