WMG Financial Advisors’s First Trust Mid Cap Growth AlphaDEX Fund FNY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $311K | Sell |
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|
2025
Q2 | $298K | Sell |
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|
2025
Q1 | $274K | Sell |
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|
2024
Q4 | $324K | Hold |
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|
2024
Q3 | $322K | Sell |
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|
2024
Q2 | $308K | Sell |
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|
2024
Q1 | $337K | Buy |
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|
2023
Q4 | $285K | Sell |
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|
2023
Q3 | $257K | Sell |
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|
2023
Q2 | $275K | Hold |
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|
2023
Q1 | $253K | Hold |
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|
2022
Q4 | $240K | Hold |
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|
2022
Q3 | $227K | Sell |
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|
2022
Q2 | $232K | Sell |
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|
2022
Q1 | $315K | Sell |
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|
2021
Q4 | $405K | Buy |
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