Wealth Management Partners’s First Trust Mid Cap Growth AlphaDEX Fund FNY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.99M | Sell |
36,062
-291
| -0.8% | -$24.1K | 1.06% | 22 |
|
|
2025
Q1 | $2.72M | Buy |
36,353
+429
| +1% | +$32.1K | 1.26% | 23 |
|
|
2024
Q4 | $2.87M | Buy |
35,924
+207
| +0.6% | +$16.6K | 1.24% | 20 |
|
|
2024
Q3 | $2.84M | Sell |
35,717
-222
| -0.6% | -$17.7K | 1.32% | 21 |
|
|
2024
Q2 | $2.64M | Buy |
35,939
+82
| +0.2% | +$6.03K | 1.29% | 19 |
|
|
2024
Q1 | $2.71M | Sell |
35,857
-1,129
| -3% | -$85.4K | 1.38% | 19 |
|
|
2023
Q4 | $2.52M | Sell |
36,986
-659
| -2% | -$44.9K | 1.41% | 19 |
|
|
2023
Q3 | $2.29M | Buy |
+37,645
| New | +$2.29M | 1.43% | 19 |
|