A detailed history of Stonebridge Financial Planning Group, LLC transactions in First Trust Mid Cap Growth Alp stock. As of the latest transaction made, Stonebridge Financial Planning Group, LLC holds 7,650 shares of FNY stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares
7,650
Previous 7,450 2.68%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 13, 2024

BUY
N/A
200 Added 2.68%
7,650 $0
Q3 2023

Nov 07, 2023

SELL
N/A
-300 Reduced 3.87%
7,450 $0
Q2 2023

Aug 11, 2023

SELL
N/A
-250 Reduced 3.13%
7,750 $0
Q1 2023

May 03, 2023

SELL
N/A
-550 Reduced 6.43%
8,000 $0
Q4 2022

Jan 18, 2023

SELL
N/A
-1,150 Reduced 11.86%
8,550 $0
Q3 2022

Oct 31, 2022

SELL
N/A
-365 Reduced 3.63%
9,700 $519,000
Q2 2022

Aug 01, 2022

SELL
N/A
-1,365 Reduced 11.94%
10,065 $550,000
Q1 2022

May 10, 2022

BUY
N/A
100 Added 0.88%
11,430 $762,000
Q4 2021

Feb 02, 2022

SELL
N/A
-700 Reduced 5.82%
11,330 $718,000
Q3 2021

Nov 08, 2021

BUY
N/A
615 Added 5.39%
12,030 $950,000
Q2 2021

Jul 28, 2021

BUY
N/A
525 Added 4.82%
11,415 $846,000
Q4 2020

Jan 27, 2021

SELL
N/A
-475 Reduced 4.18%
10,890 $712,000
Q3 2020

Oct 26, 2020

SELL
N/A
-4,592 Reduced 28.78%
11,365 $654,000
Q2 2020

Jul 24, 2020

SELL
N/A
-483 Reduced 2.94%
15,957 $771,000
Q1 2020

Apr 15, 2020

SELL
N/A
-2,710 Reduced 14.15%
16,440 $632,000
Q4 2019

Feb 07, 2020

BUY
N/A
19,150 New
19,150 $917,000

Others Institutions Holding FNY

About FIRST TRUST MID CAP GROWTH ALP


  • Ticker FNY
More about FNY
Track This Portfolio

Track Stonebridge Financial Planning Group, LLC Portfolio

Follow Stonebridge Financial Planning Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Stonebridge Financial Planning Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Stonebridge Financial Planning Group, LLC with notifications on news.