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

WealthPLAN Partners’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
Q3 		– Sell
-85
Closed -$5.51K – 590
2023
Q2 		$5.51K Hold
85
– – ﹤0.01% 890
2023
Q1 		$5.06K Buy
+85
New +$5.05K ﹤0.01% 998
2019
Q3 		– Sell
-6,705
Closed -$309K – 237
2019
Q2 		$309K Buy
+6,705
New +$297K 0.05% 179

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Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return