Wealth Management Partners’s First Trust Mid Cap Growth AlphaDEX Fund FNY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.29M	Buy	36,401 +435	+1%	+$41.3K	0.94%	25
2025 Q4	$3.28M	Sell	35,966 -372	-1%	-$34.2K	0.94%	24
2025 Q3	$3.33M	Buy	36,338 +276	+0.8%	+$23.8K	1.06%	22
2025 Q2	$2.99M	Sell	36,062 -291	-0.8%	-$22.3K	1.06%	22
2025 Q1	$2.72M	Buy	36,353 +429	+1%	+$34.5K	1.26%	23
2024 Q4	$2.87M	Buy	35,924 +207	+0.6%	+$17.2K	1.24%	20
2024 Q3	$2.84M	Sell	35,717 -222	-0.6%	-$16.8K	1.32%	21
2024 Q2	$2.64M	Buy	35,939 +82	+0.2%	+$5.98K	1.29%	19
2024 Q1	$2.71M	Sell	35,857 -1,129	-3%	-$79.1K	1.38%	19
2023 Q4	$2.52M	Sell	36,986 -659	-2%	-$40.5K	1.41%	19
2023 Q3	$2.29M	Buy	+37,645	New	+$2.4M	1.43%	19