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

WealthShield 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
2021 Q3	–	Sell	-162,437	Closed	-$12K	–	411
2021 Q2	$12K	Buy	162,437 +162,268	+96,017%	+$11.4M	﹤0.01%	732
2021 Q1	$12K	Buy	+169	New	+$11.8K	﹤0.01%	766
2019 Q4	–	Sell	-2,616	Closed	-$117K	–	274
2019 Q3	$117K	Sell	2,616 -924	-26%	-$42.4K	0.06%	179
2019 Q2	$160K	Sell	3,540 -1,037	-23%	-$45.9K	0.09%	153
2019 Q1	$198K	Sell	4,577 -984	-18%	-$40.8K	0.11%	144
2018 Q4	$201K	Buy	5,561 +3,014	+118%	+$121K	0.14%	125
2018 Q3	$118K	Buy	+2,547	New	+$116K	0.07%	143

Other funds holding FNY

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JAWM

J. Arnold Wealth Management Youngstown, Ohio $294M AUM 33.6% 1-Year Est. Return

Savior LLC Wellesley Hills, Massachusetts $28M AUM 32.92% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

BFEC

Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 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 $21.3B AUM 22.13% 1-Year Est. Return

WealthShield Partners's FNY Position: Q3 2021 in Review

WealthShield Partners sold out of First Trust Mid Cap Growth AlphaDEX Fund (FNY) in Q3 2021, closing a stake of 162,437 shares — an estimated $12K sold.

WealthShield Partners first reported a position in FNY in Q3 2018 and held it in 7 quarters. The position peaked at $201K in Q4 2018. 99 funds tracked by Wall St. Rank hold FNY as of Q3 2021.

WealthShield Partners reported no remaining First Trust Mid Cap Growth AlphaDEX Fund position as of Q3 2021 after selling out during the quarter.
WealthShield Partners sold 162,437 First Trust Mid Cap Growth AlphaDEX Fund shares in Q3 2021, an estimated $12K.
WealthShield Partners first reported a position in First Trust Mid Cap Growth AlphaDEX Fund in Q3 2018 and held it in 7 quarters.
WealthShield Partners's First Trust Mid Cap Growth AlphaDEX Fund position peaked at $201K in Q4 2018.
99 funds tracked by Wall St. Rank held First Trust Mid Cap Growth AlphaDEX Fund as of Q3 2021.

Based on WealthShield Partners's 13F filing for Q3 2021, filed 12 Nov 2021.