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

WFG 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
2017
Q2 		$201K Sell
5,829
-99
-2% -$3.37K 0.05% 365
2017
Q1 		$198K Buy
5,928
+840
+17% +$27.6K 0.05% 342
2016
Q4 		$160K Sell
5,088
-396
-7% -$12.1K 0.04% 427
2016
Q3 		$170K Sell
5,484
-149
-3% -$4.61K 0.04% 403
2016
Q2 		$169K Buy
5,633
+901
+19% +$26.3K 0.05% 380
2016
Q1 		$137K Buy
4,732
+300
+7% +$8.16K 0.04% 413
2015
Q4 		$128K Buy
4,432
+727
+20% +$21.2K 0.04% 404
2015
Q3 		$104K Hold
3,705
– – 0.03% 454
2015
Q2 		$114K Buy
3,705
+1,150
+45% +$35.5K 0.03% 500
2015
Q1 		$80K Buy
2,555
+503
+25% +$15.1K 0.02% 597
2014
Q4 		$60K Sell
2,052
-449
-18% -$12.7K 0.01% 812
2014
Q3 		$69K Hold
2,501
– – 0.01% 805
2014
Q2 		$72K Buy
2,501
+1
+0% +$28 0.01% 772
2014
Q1 		$71K Buy
2,500
+1,000
+67% +$27.9K 0.01% 765
2013
Q4 		$42K Hold
1,500
– – 0.01% 1066
2013
Q3 		$38K Hold
1,500
– – 0.01% 1023
2013
Q2 		$35K Buy
+1,500
New +$35.2K 0.01% 1018

Other funds holding FNY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
SAM
Shamrock Asset Management Dallas, Texas $128M AUM 2.65% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
KIA
KCM Investment Advisors Greenbrae, California $3.01B AUM 21.97% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

WFG Advisors's FNY Position: Q2 2017 in Review

WFG Advisors reduced its First Trust Mid Cap Growth AlphaDEX Fund (FNY) stake by 1.7% in Q2 2017, selling an estimated $3.37K and leaving 5,829 shares worth $201K. The position accounts for 0.05% of the portfolio, ranked #365.

WFG Advisors first reported a position in FNY in Q2 2013 and has held it in 17 quarters since. 39 funds tracked by Wall St. Rank hold FNY as of Q2 2017.

  • WFG Advisors held 5,829 shares of First Trust Mid Cap Growth AlphaDEX Fund worth $201K as of Q2 2017.
  • WFG Advisors sold 99 First Trust Mid Cap Growth AlphaDEX Fund shares in Q2 2017, an estimated $3.37K.
  • First Trust Mid Cap Growth AlphaDEX Fund made up 0.05% of WFG Advisors's portfolio in Q2 2017, its #365 holding.
  • WFG Advisors first reported a position in First Trust Mid Cap Growth AlphaDEX Fund in Q2 2013 and has held it in 17 quarters since.
  • 39 funds tracked by Wall St. Rank held First Trust Mid Cap Growth AlphaDEX Fund as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.