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

Other funds holding FNY

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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 $75.1B AUM 31.89% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

WealthPLAN Partners's FNY Position: Q3 2023 in Review

WealthPLAN Partners sold out of First Trust Mid Cap Growth AlphaDEX Fund (FNY) in Q3 2023, closing a stake of 85 shares — an estimated $5.51K sold.

WealthPLAN Partners first reported a position in FNY in Q2 2019 and held it in 3 quarters. The position peaked at $309K in Q2 2019. 82 funds tracked by Wall St. Rank hold FNY as of Q3 2023.

WealthPLAN Partners reported no remaining First Trust Mid Cap Growth AlphaDEX Fund position as of Q3 2023 after selling out during the quarter.
WealthPLAN Partners sold 85 First Trust Mid Cap Growth AlphaDEX Fund shares in Q3 2023, an estimated $5.51K.
WealthPLAN Partners first reported a position in First Trust Mid Cap Growth AlphaDEX Fund in Q2 2019 and held it in 3 quarters.
WealthPLAN Partners's First Trust Mid Cap Growth AlphaDEX Fund position peaked at $309K in Q2 2019.
82 funds tracked by Wall St. Rank held First Trust Mid Cap Growth AlphaDEX Fund as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.