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Vectors Research Management’s First Trust Mid Cap Growth AlphaDEX Fund FNY Stock Holding History

Vectors Research 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
-34,577
Closed -$1.89M – 268
2022
Q2 		$1.89M Sell
34,577
-6,513
-16% -$395K 0.48% 51
2022
Q1 		$2.74M Sell
41,090
-32,137
-44% -$2.13M 0.6% 39
2021
Q4 		$5.43M Buy
73,227
+5,310
+8% +$396K 1.15% 25
2021
Q3 		$4.88M Buy
67,917
+7,656
+13% +$565K 1.15% 25
2021
Q2 		$4.54M Buy
60,261
+12,789
+27% +$897K 1.16% 26
2021
Q1 		$3.23M Buy
47,472
+3,583
+8% +$249K 0.89% 30
2020
Q4 		$2.87M Buy
43,889
+2,116
+5% +$126K 0.88% 32
2020
Q3 		$2.26M Sell
41,773
-1,288
-3% -$66.3K 0.83% 34
2020
Q2 		$2.06M Buy
43,061
+149
+0.3% +$6.48K 0.81% 34
2020
Q1 		$1.59M Buy
42,912
+11,935
+39% +$539K 0.75% 36
2019
Q4 		$1.48M Buy
30,977
+24,647
+389% +$1.14M 0.6% 43
2019
Q3 		$283K Buy
+6,330
New +$290K 0.14% 96

Other funds holding FNY

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SL
Savior LLC Wellesley Hills, Massachusetts $34.9M AUM 32.88% 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 $21.8B AUM 28.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return

Vectors Research Management's FNY Position: Q3 2022 in Review

Vectors Research Management sold out of First Trust Mid Cap Growth AlphaDEX Fund (FNY) in Q3 2022, closing a stake of 34,577 shares — an estimated $1.89M sold.

Vectors Research Management first reported a position in FNY in Q3 2019 and held it in 12 quarters. The position peaked at $5.43M in Q4 2021. 86 funds tracked by Wall St. Rank hold FNY as of Q3 2022.

  • Vectors Research Management reported no remaining First Trust Mid Cap Growth AlphaDEX Fund position as of Q3 2022 after selling out during the quarter.
  • Vectors Research Management sold 34,577 First Trust Mid Cap Growth AlphaDEX Fund shares in Q3 2022, an estimated $1.89M.
  • Vectors Research Management first reported a position in First Trust Mid Cap Growth AlphaDEX Fund in Q3 2019 and held it in 12 quarters.
  • Vectors Research Management's First Trust Mid Cap Growth AlphaDEX Fund position peaked at $5.43M in Q4 2021.
  • 86 funds tracked by Wall St. Rank held First Trust Mid Cap Growth AlphaDEX Fund as of Q3 2022.

Based on Vectors Research Management's 13F filing for Q3 2022, filed 8 Nov 2022.