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Whitnell & Co’s First Trust Mid Cap Growth AlphaDEX Fund FNY Stock Holding History

Whitnell & Co’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
2018
Q1 		– Sell
-530
Closed -$21K – 411
2017
Q4 		$21K Buy
+530
New +$20.3K 0.01% 201

Other funds holding FNY

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FAIM
Financial Advocates Investment Management Olympia, Washington $178M AUM 21.03% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return
KIA
KCM Investment Advisors Greenbrae, California $3.01B AUM 21.97% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return

Whitnell & Co's FNY Position: Q1 2018 in Review

Whitnell & Co sold out of First Trust Mid Cap Growth AlphaDEX Fund (FNY) in Q1 2018, closing a stake of 530 shares — an estimated $21K sold.

Whitnell & Co first reported a position in FNY in Q4 2017 and held it in 1 quarter. The position peaked at $21K in Q4 2017. 46 funds tracked by Wall St. Rank hold FNY as of Q1 2018.

  • Whitnell & Co reported no remaining First Trust Mid Cap Growth AlphaDEX Fund position as of Q1 2018 after selling out during the quarter.
  • Whitnell & Co sold 530 First Trust Mid Cap Growth AlphaDEX Fund shares in Q1 2018, an estimated $21K.
  • Whitnell & Co first reported a position in First Trust Mid Cap Growth AlphaDEX Fund in Q4 2017 and held it in 1 quarter.
  • Whitnell & Co's First Trust Mid Cap Growth AlphaDEX Fund position peaked at $21K in Q4 2017.
  • 46 funds tracked by Wall St. Rank held First Trust Mid Cap Growth AlphaDEX Fund as of Q1 2018.

Based on Whitnell & Co's 13F filing for Q1 2018, filed 4 May 2018.