Tyler-Stone Wealth Management’s First Trust Mid Cap Growth AlphaDEX Fund FNY Stock Holding History

Tyler-Stone 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
2024 Q3	–	Sell	-443	Closed	-$32.6K	–	527
2024 Q2	$32.6K	Hold	443	–	–	0.01%	436
2024 Q1	$33.5K	Buy	443 +1	+0.2%	+$70	0.01%	434
2023 Q4	$30.1K	Hold	442	–	–	0.02%	439
2023 Q3	$27K	Hold	442	–	–	0.02%	436
2023 Q2	$29K	Buy	+442	New	+$26.6K	0.02%	427
2022 Q4	$25K	Buy	442 +1	+0.2%	+$58	0.02%	416
2022 Q3	$24K	Buy	441 +1	+0.2%	+$59	0.02%	403
2022 Q2	$24K	Hold	440	–	–	0.02%	420
2022 Q1	$29K	Hold	440	–	–	0.02%	420
2021 Q4	$33K	Buy	+440	New	+$32.8K	0.02%	421

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

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

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

&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Tyler-Stone Wealth Management's FNY Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of First Trust Mid Cap Growth AlphaDEX Fund (FNY) in Q3 2024, closing a stake of 443 shares — an estimated $32.6K sold.

Tyler-Stone Wealth Management first reported a position in FNY in Q4 2021 and held it in 10 quarters. The position peaked at $33.5K in Q1 2024. 94 funds tracked by Wall St. Rank hold FNY as of Q3 2024.

Tyler-Stone Wealth Management reported no remaining First Trust Mid Cap Growth AlphaDEX Fund position as of Q3 2024 after selling out during the quarter.
Tyler-Stone Wealth Management sold 443 First Trust Mid Cap Growth AlphaDEX Fund shares in Q3 2024, an estimated $32.6K.
Tyler-Stone Wealth Management first reported a position in First Trust Mid Cap Growth AlphaDEX Fund in Q4 2021 and held it in 10 quarters.
Tyler-Stone Wealth Management's First Trust Mid Cap Growth AlphaDEX Fund position peaked at $33.5K in Q1 2024.
94 funds tracked by Wall St. Rank held First Trust Mid Cap Growth AlphaDEX Fund as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.