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World Equity Group’s First Trust Mid Cap Growth AlphaDEX Fund FNY Stock Holding History

World Equity Group’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
2023
Q3 		– Sell
-11,299
Closed -$732K – 351
2023
Q2 		$732K Buy
+11,299
New +$681K 0.22% 120

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
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

World Equity Group's FNY Position: Q3 2023 in Review

World Equity Group sold out of First Trust Mid Cap Growth AlphaDEX Fund (FNY) in Q3 2023, closing a stake of 11,299 shares — an estimated $732K sold.

World Equity Group first reported a position in FNY in Q2 2023 and held it in 1 quarter. The position peaked at $732K in Q2 2023. 82 funds tracked by Wall St. Rank hold FNY as of Q3 2023.

  • World Equity Group reported no remaining First Trust Mid Cap Growth AlphaDEX Fund position as of Q3 2023 after selling out during the quarter.
  • World Equity Group sold 11,299 First Trust Mid Cap Growth AlphaDEX Fund shares in Q3 2023, an estimated $732K.
  • World Equity Group first reported a position in First Trust Mid Cap Growth AlphaDEX Fund in Q2 2023 and held it in 1 quarter.
  • World Equity Group's First Trust Mid Cap Growth AlphaDEX Fund position peaked at $732K in Q2 2023.
  • 82 funds tracked by Wall St. Rank held First Trust Mid Cap Growth AlphaDEX Fund as of Q3 2023.

Based on World Equity Group's 13F filing for Q3 2023, filed 22 Jul 2024.