Wealthstreet Investment Advisors’s First Trust Mid Cap Growth AlphaDEX Fund FNY Stock Holding History

Wealthstreet Investment Advisors’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 Q2	–	Sell	-5,500	Closed	-$374K	–	177
2021 Q1	$374K	Hold	5,500	–	–	0.04%	291
2020 Q4	$360K	Hold	5,500	–	–	0.04%	277
2020 Q3	$294K	Hold	5,500	–	–	0.03%	281
2020 Q2	$263K	Hold	5,500	–	–	0.03%	285
2020 Q1	$203K	Buy	+5,500	New	+$249K	0.03%	283

Other funds holding FNY

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

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

Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return

Alpha Omega Group Reston, Virginia $84.1M AUM 6.41% 1-Year Est. Return

Synergy Asset Management Vancouver, Washington $942M AUM 24.44% 1-Year Est. Return

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return