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

Win 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
2022
Q4 		– Sell
-1
Closed – – 143
2022
Q3 		$0 Hold
1
– – ﹤0.01% 134
2022
Q2 		$0 Sell
1
-1,112
-100% -$67.5K ﹤0.01% 173
2022
Q1 		$74K Buy
+1,113
New +$73.6K 0.02% 82

Other funds holding FNY

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
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
SL
Savior LLC Wellesley Hills, Massachusetts $28M AUM 32.92% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Win Advisors's FNY Position: Q4 2022 in Review

Win Advisors sold out of First Trust Mid Cap Growth AlphaDEX Fund (FNY) in Q4 2022, closing a stake of 1 share.

Win Advisors first reported a position in FNY in Q1 2022 and held it in 3 quarters. The position peaked at $74K in Q1 2022. 82 funds tracked by Wall St. Rank hold FNY as of Q4 2022.

  • Win Advisors reported no remaining First Trust Mid Cap Growth AlphaDEX Fund position as of Q4 2022 after selling out during the quarter.
  • Win Advisors sold 1 First Trust Mid Cap Growth AlphaDEX Fund share in Q4 2022.
  • Win Advisors first reported a position in First Trust Mid Cap Growth AlphaDEX Fund in Q1 2022 and held it in 3 quarters.
  • Win Advisors's First Trust Mid Cap Growth AlphaDEX Fund position peaked at $74K in Q1 2022.
  • 82 funds tracked by Wall St. Rank held First Trust Mid Cap Growth AlphaDEX Fund as of Q4 2022.

Based on Win Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.