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Zions Bancorporation’s First Trust Mid Cap Growth AlphaDEX Fund FNY Stock Holding History

Zions Bancorporation’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
2024
Q4 		$144K Hold
1,800
– – 0.01% 346
2024
Q3 		$143K Hold
1,800
– – 0.01% 350
2024
Q2 		$132K Buy
+1,800
New +$131K 0.01% 353

Other funds holding FNY

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 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 $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return

Zions Bancorporation's FNY Position: Q4 2024 in Review

Zions Bancorporation held its First Trust Mid Cap Growth AlphaDEX Fund (FNY) position steady in Q4 2024 at 1,800 shares worth $144K. The position accounts for 0.01% of the portfolio, ranked #346.

Zions Bancorporation first reported a position in FNY in Q2 2024 and has held it in 3 quarters since. 102 funds tracked by Wall St. Rank hold FNY as of Q4 2024.

  • Zions Bancorporation held 1,800 shares of First Trust Mid Cap Growth AlphaDEX Fund worth $144K as of Q4 2024.
  • Zions Bancorporation left its First Trust Mid Cap Growth AlphaDEX Fund share count unchanged in Q4 2024.
  • First Trust Mid Cap Growth AlphaDEX Fund made up 0.01% of Zions Bancorporation's portfolio in Q4 2024, its #346 holding.
  • Zions Bancorporation first reported a position in First Trust Mid Cap Growth AlphaDEX Fund in Q2 2024 and has held it in 3 quarters since.
  • 102 funds tracked by Wall St. Rank held First Trust Mid Cap Growth AlphaDEX Fund as of Q4 2024.

Based on Zions Bancorporation's 13F filing for Q4 2024, filed 11 Feb 2025.