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 $617B AUM 30.33% 1-Year Est. Return

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

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

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

JAWM

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

Savior LLC Wellesley Hills, Massachusetts $34.9M AUM 32.88% 1-Year Est. Return

RJFSA

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

AOG

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

SAM

Synergy Asset Management Vancouver, Washington $1.06B AUM 36.26% 1-Year Est. Return

RJA

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

Wealthstreet Investment Advisors's FNY Position: Q2 2021 in Review

Wealthstreet Investment Advisors sold out of First Trust Mid Cap Growth AlphaDEX Fund (FNY) in Q2 2021, closing a stake of 5,500 shares — an estimated $374K sold.

Wealthstreet Investment Advisors first reported a position in FNY in Q1 2020 and held it in 5 quarters. The position peaked at $374K in Q1 2021. 96 funds tracked by Wall St. Rank hold FNY as of Q2 2021.

Wealthstreet Investment Advisors reported no remaining First Trust Mid Cap Growth AlphaDEX Fund position as of Q2 2021 after selling out during the quarter.
Wealthstreet Investment Advisors sold 5,500 First Trust Mid Cap Growth AlphaDEX Fund shares in Q2 2021, an estimated $374K.
Wealthstreet Investment Advisors first reported a position in First Trust Mid Cap Growth AlphaDEX Fund in Q1 2020 and held it in 5 quarters.
Wealthstreet Investment Advisors's First Trust Mid Cap Growth AlphaDEX Fund position peaked at $374K in Q1 2021.
96 funds tracked by Wall St. Rank held First Trust Mid Cap Growth AlphaDEX Fund as of Q2 2021.

Based on Wealthstreet Investment Advisors's 13F filing for Q2 2021, filed 2 Aug 2021.